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
4026
$1.28M ﹤0.01%
54,353
+4,836
4027
$1.27M ﹤0.01%
383,718
+13,388
4028
$1.27M ﹤0.01%
43,931
+3,053
4029
$1.27M ﹤0.01%
68,476
-17,737
4030
$1.27M ﹤0.01%
31,957
-16,697
4031
$1.27M ﹤0.01%
109,157
-31,026
4032
$1.26M ﹤0.01%
59,305
+10,738
4033
$1.26M ﹤0.01%
25,000
4034
$1.25M ﹤0.01%
46,317
-3,914
4035
$1.25M ﹤0.01%
37,725
+1,850
4036
$1.25M ﹤0.01%
46,691
-24,946
4037
$1.25M ﹤0.01%
229,599
+8,451
4038
$1.25M ﹤0.01%
25,119
+1,957
4039
$1.25M ﹤0.01%
54,885
+4,399
4040
$1.24M ﹤0.01%
48,691
+14,459
4041
$1.24M ﹤0.01%
1,372,422
+11,497
4042
$1.24M ﹤0.01%
103,259
+33,178
4043
$1.24M ﹤0.01%
269,784
+200,177
4044
$1.24M ﹤0.01%
251,485
-13,489
4045
$1.24M ﹤0.01%
328,322
+175,667
4046
$1.23M ﹤0.01%
37,255
-13,122
4047
$1.23M ﹤0.01%
159,569
+79,687
4048
$1.22M ﹤0.01%
20,537
-1,094
4049
$1.22M ﹤0.01%
14,309
+2,972
4050
$1.22M ﹤0.01%
17,996
-399