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
3926
$1.5M ﹤0.01%
163,142
-3,291
3927
$1.5M ﹤0.01%
52,414
-8,320
3928
$1.5M ﹤0.01%
91,864
-42,980
3929
$1.5M ﹤0.01%
540,437
+45,411
3930
$1.5M ﹤0.01%
174,674
-17,128
3931
$1.5M ﹤0.01%
31,128
-5,046
3932
$1.49M ﹤0.01%
60,107
-11,655
3933
$1.49M ﹤0.01%
62,135
-3,962
3934
$1.49M ﹤0.01%
700,844
-192,499
3935
$1.48M ﹤0.01%
494,698
3936
$1.48M ﹤0.01%
181,511
-4,096
3937
$1.48M ﹤0.01%
29,613
+15,444
3938
$1.48M ﹤0.01%
104,403
+42,028
3939
$1.47M ﹤0.01%
501,601
+500,000
3940
$1.47M ﹤0.01%
185,610
-32,098
3941
$1.47M ﹤0.01%
225,811
-24,761
3942
$1.47M ﹤0.01%
38,818
+38,468
3943
$1.46M ﹤0.01%
41,253
+5,611
3944
$1.46M ﹤0.01%
126,171
+7,062
3945
$1.46M ﹤0.01%
408,699
-222,193
3946
$1.46M ﹤0.01%
83,260
-111,186
3947
$1.46M ﹤0.01%
111,814
+275
3948
$1.45M ﹤0.01%
174,659
-361,403
3949
$1.45M ﹤0.01%
28,945
+12,417
3950
$1.44M ﹤0.01%
170,704
-91,674