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
4001
$1.32M ﹤0.01%
931,478
+375,009
4002
$1.32M ﹤0.01%
101,899
-1,115
4003
$1.32M ﹤0.01%
98,005
-37,221
4004
$1.32M ﹤0.01%
93,665
-5,927
4005
$1.31M ﹤0.01%
66,015
-26,463
4006
$1.31M ﹤0.01%
28,377
-2,053
4007
$1.31M ﹤0.01%
211,170
+168,501
4008
$1.31M ﹤0.01%
70,610
-67,744
4009
$1.31M ﹤0.01%
75,885
+11,485
4010
$1.31M ﹤0.01%
243,001
+227,494
4011
$1.3M ﹤0.01%
58,163
-5,004
4012
$1.3M ﹤0.01%
121,856
-73,970
4013
$1.3M ﹤0.01%
101,190
+27,272
4014
$1.3M ﹤0.01%
15,860
+1,317
4015
$1.3M ﹤0.01%
34,112
+22,384
4016
$1.3M ﹤0.01%
45,933
+23,576
4017
$1.29M ﹤0.01%
75,790
+5,136
4018
$1.29M ﹤0.01%
76,049
-1,592
4019
$1.29M ﹤0.01%
134,829
+62,726
4020
$1.29M ﹤0.01%
67,691
-163,328
4021
$1.29M ﹤0.01%
87,937
-151,645
4022
$1.29M ﹤0.01%
24,967
+728
4023
$1.29M ﹤0.01%
45,160
+5,981
4024
$1.28M ﹤0.01%
174,690
+22,316
4025
$1.28M ﹤0.01%
505,717
+444,347