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
3951
$1.44M ﹤0.01%
43,685
+5,952
3952
$1.44M ﹤0.01%
182,498
+117,525
3953
$1.44M ﹤0.01%
64,694
-41,675
3954
$1.44M ﹤0.01%
110,305
+17,923
3955
$1.44M ﹤0.01%
367,162
-46,401
3956
$1.44M ﹤0.01%
36,853
-4,307
3957
$1.43M ﹤0.01%
44,554
-4,258
3958
$1.43M ﹤0.01%
226,665
-4,322
3959
$1.43M ﹤0.01%
637,854
+203,965
3960
$1.43M ﹤0.01%
525,483
+456,383
3961
$1.43M ﹤0.01%
499,608
+3,068
3962
$1.43M ﹤0.01%
119,498
-100,135
3963
$1.43M ﹤0.01%
46,937
+7,006
3964
$1.42M ﹤0.01%
270,786
+199,449
3965
$1.42M ﹤0.01%
6,658
-2
3966
$1.41M ﹤0.01%
5,615
-1,113
3967
$1.41M ﹤0.01%
71,340
-2,001
3968
$1.41M ﹤0.01%
431,761
+50,276
3969
$1.41M ﹤0.01%
83,359
+59,477
3970
$1.4M ﹤0.01%
31,778
-26,930
3971
$1.4M ﹤0.01%
103,845
+53,867
3972
$1.4M ﹤0.01%
54,134
-47,094
3973
$1.4M ﹤0.01%
61,230
+1,563
3974
$1.4M ﹤0.01%
65,467
-6,774
3975
$1.4M ﹤0.01%
27,825
+4,908