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
4076
$1.17M ﹤0.01%
70,358
-2,483
4077
$1.17M ﹤0.01%
43,575
+6,313
4078
$1.17M ﹤0.01%
53,181
+1,435
4079
$1.16M ﹤0.01%
96,154
-15,381
4080
$1.16M ﹤0.01%
+28,316
4081
$1.16M ﹤0.01%
363,208
-1,950
4082
$1.16M ﹤0.01%
108,471
-9,433
4083
$1.16M ﹤0.01%
26,847
+20,676
4084
$1.16M ﹤0.01%
142,443
+31,535
4085
$1.16M ﹤0.01%
61,074
+28,267
4086
$1.16M ﹤0.01%
42,539
+1,952
4087
$1.15M ﹤0.01%
8,888
+3,740
4088
$1.14M ﹤0.01%
206,468
+4,713
4089
$1.14M ﹤0.01%
173,565
+892
4090
$1.14M ﹤0.01%
10,475
+3,890
4091
$1.14M ﹤0.01%
41,667
-1,920
4092
$1.14M ﹤0.01%
63,096
-32,465
4093
$1.13M ﹤0.01%
101,579
-25,388
4094
$1.13M ﹤0.01%
147,905
+168
4095
$1.13M ﹤0.01%
42,380
+1,532
4096
$1.13M ﹤0.01%
69,633
+15,991
4097
$1.13M ﹤0.01%
49,359
-26,146
4098
$1.12M ﹤0.01%
42,103
+23,393
4099
$1.12M ﹤0.01%
87,303
-143,328
4100
$1.12M ﹤0.01%
516,855
+325,530