Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14T
AUM Growth
+$100B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,567
New
Increased
Reduced
Closed

Top Buys

1 +$5.38B
2 +$4.76B
3 +$3.7B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.56B
5
MSFT icon
Microsoft
MSFT
+$1.57B

Top Sells

1 +$1.01B
2 +$769M
3 +$680M
4
PGR icon
Progressive
PGR
+$634M
5
META icon
Meta Platforms (Facebook)
META
+$556M

Sector Composition

1 Technology 16.21%
2 Financials 7.86%
3 Healthcare 6.81%
4 Consumer Discretionary 5.95%
5 Industrials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3826
$1.75M ﹤0.01%
36,898
+18,950
3827
$1.75M ﹤0.01%
68,421
+21,396
3828
$1.74M ﹤0.01%
41,703
+6,186
3829
$1.74M ﹤0.01%
18,205
-1,750
3830
$1.74M ﹤0.01%
137,565
+8,237
3831
$1.74M ﹤0.01%
121,982
+2,736
3832
$1.74M ﹤0.01%
40,953
+26,175
3833
$1.73M ﹤0.01%
343,520
-176,704
3834
$1.73M ﹤0.01%
34,418
+20,365
3835
$1.73M ﹤0.01%
1,651,515
3836
$1.73M ﹤0.01%
39,207
-281
3837
$1.73M ﹤0.01%
226,271
+9,598
3838
$1.73M ﹤0.01%
419,773
-292,614
3839
$1.73M ﹤0.01%
384,153
-178,488
3840
$1.73M ﹤0.01%
220,401
+14,863
3841
$1.72M ﹤0.01%
13,823
-775
3842
$1.72M ﹤0.01%
35,507
-4,096
3843
$1.72M ﹤0.01%
266,541
+40
3844
$1.71M ﹤0.01%
285,831
-47,183
3845
$1.71M ﹤0.01%
293,947
-117,368
3846
$1.71M ﹤0.01%
7,454
+1,403
3847
$1.71M ﹤0.01%
391,687
-556,501
3848
$1.71M ﹤0.01%
126,384
+32,949
3849
$1.7M ﹤0.01%
83,567
+11,613
3850
$1.7M ﹤0.01%
40,578
+13,512