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
3976
$1.4M ﹤0.01%
23,342
+403
3977
$1.39M ﹤0.01%
131,337
-35,038
3978
$1.39M ﹤0.01%
24,636
-1,709
3979
$1.38M ﹤0.01%
102,669
+7,057
3980
$1.38M ﹤0.01%
51,047
+46,514
3981
$1.38M ﹤0.01%
296,787
-1,058,692
3982
$1.38M ﹤0.01%
13,703
+8,155
3983
$1.38M ﹤0.01%
134,556
-8,291
3984
$1.38M ﹤0.01%
445,975
-7,745
3985
$1.37M ﹤0.01%
82,063
-36,801
3986
$1.37M ﹤0.01%
61,369
+61,069
3987
$1.37M ﹤0.01%
40,267
+4,301
3988
$1.37M ﹤0.01%
18,483
+1,534
3989
$1.36M ﹤0.01%
16,831
-1,079
3990
$1.36M ﹤0.01%
119,928
+18,931
3991
$1.35M ﹤0.01%
37,242
-564,272
3992
$1.35M ﹤0.01%
+73,598
3993
$1.35M ﹤0.01%
175,369
+93,469
3994
$1.35M ﹤0.01%
28,092
-4,039
3995
$1.35M ﹤0.01%
107,797
+1,315
3996
$1.34M ﹤0.01%
164,422
+101,660
3997
$1.34M ﹤0.01%
18,912
+220
3998
$1.33M ﹤0.01%
29,896
-4,128
3999
$1.33M ﹤0.01%
21,792
+9,258
4000
$1.33M ﹤0.01%
50,460
+2,865