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
4101
$1.12M ﹤0.01%
+32,374
4102
$1.12M ﹤0.01%
66,754
+1,946
4103
$1.12M ﹤0.01%
28,850
+2,672
4104
$1.12M ﹤0.01%
62,682
-96,559
4105
$1.11M ﹤0.01%
35,802
-21,952
4106
$1.11M ﹤0.01%
24,654
+3,345
4107
$1.11M ﹤0.01%
121,435
+22,166
4108
$1.1M ﹤0.01%
43,319
+3,451
4109
$1.1M ﹤0.01%
29,078
-962
4110
$1.1M ﹤0.01%
59,695
+17,576
4111
$1.1M ﹤0.01%
161,869
+32,024
4112
$1.1M ﹤0.01%
395,256
+182,796
4113
$1.1M ﹤0.01%
20,994
+1,342
4114
$1.09M ﹤0.01%
20,169
+687
4115
$1.09M ﹤0.01%
55,997
+6,511
4116
$1.09M ﹤0.01%
44,936
-8,527
4117
$1.08M ﹤0.01%
20,632
-3,458
4118
$1.08M ﹤0.01%
48,194
+1,734
4119
$1.08M ﹤0.01%
139,673
-146,327
4120
$1.08M ﹤0.01%
440,004
+301,113
4121
$1.08M ﹤0.01%
274,841
+66,564
4122
$1.08M ﹤0.01%
127,486
-151,995
4123
$1.07M ﹤0.01%
16,660
+14,945
4124
$1.07M ﹤0.01%
21,119
+4,494
4125
$1.07M ﹤0.01%
278,953
+43,605