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
3851
$1.7M ﹤0.01%
145,638
+1,695
3852
$1.7M ﹤0.01%
101,893
-6,131
3853
$1.69M ﹤0.01%
362,900
+3,515
3854
$1.68M ﹤0.01%
148,606
-5,223
3855
$1.68M ﹤0.01%
23,786
-27,331
3856
$1.68M ﹤0.01%
71,147
+30,542
3857
$1.68M ﹤0.01%
73,349
+5,022
3858
$1.67M ﹤0.01%
46,706
-2,723
3859
$1.66M ﹤0.01%
203,928
-1,516,206
3860
$1.66M ﹤0.01%
142,678
+95,333
3861
$1.66M ﹤0.01%
29,919
+499
3862
$1.66M ﹤0.01%
38,939
-1,589
3863
$1.66M ﹤0.01%
22,236
+50
3864
$1.66M ﹤0.01%
107,969
+44,060
3865
$1.66M ﹤0.01%
260,816
-684,526
3866
$1.66M ﹤0.01%
203,627
+17,616
3867
$1.66M ﹤0.01%
1,034,679
-87,299
3868
$1.65M ﹤0.01%
178,710
+4,516
3869
$1.65M ﹤0.01%
36,740
+24,347
3870
$1.65M ﹤0.01%
323,489
+158,122
3871
$1.65M ﹤0.01%
61,640
-962
3872
$1.65M ﹤0.01%
189,471
+4,055
3873
$1.64M ﹤0.01%
112,864
+4,790
3874
$1.63M ﹤0.01%
583,925
+151,222
3875
$1.63M ﹤0.01%
23,366
+2,715