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
3901
$1.58M ﹤0.01%
118,790
+5,570
3902
$1.57M ﹤0.01%
65,460
-60,549
3903
$1.57M ﹤0.01%
122,575
-182
3904
$1.56M ﹤0.01%
31,273
-7,117
3905
$1.56M ﹤0.01%
275,265
-325,094
3906
$1.56M ﹤0.01%
100,339
-36,285
3907
$1.56M ﹤0.01%
21,657
-168
3908
$1.56M ﹤0.01%
306,559
-145,148
3909
$1.56M ﹤0.01%
14,526
-38,536
3910
$1.55M ﹤0.01%
278,138
-162,290
3911
$1.55M ﹤0.01%
60,500
-21,316
3912
$1.55M ﹤0.01%
97,884
+6,705
3913
$1.55M ﹤0.01%
39,461
-2,028
3914
$1.55M ﹤0.01%
60,931
+18,112
3915
$1.55M ﹤0.01%
658,384
-140,486
3916
$1.55M ﹤0.01%
110,627
+24,120
3917
$1.54M ﹤0.01%
125,442
-105,681
3918
$1.53M ﹤0.01%
124,648
+26,850
3919
$1.52M ﹤0.01%
104,316
-10,920
3920
$1.52M ﹤0.01%
204,984
-15,153
3921
$1.51M ﹤0.01%
26,644
+13,583
3922
$1.51M ﹤0.01%
20,366
-885
3923
$1.51M ﹤0.01%
58,581
-82,801
3924
$1.5M ﹤0.01%
34,748
+4,246
3925
$1.5M ﹤0.01%
634,047
+14