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
4126
$1.06M ﹤0.01%
70,616
-149,556
4127
$1.06M ﹤0.01%
108,116
-581
4128
$1.06M ﹤0.01%
58,488
-51,592
4129
$1.06M ﹤0.01%
44,040
+3,590
4130
$1.06M ﹤0.01%
155,535
+61,830
4131
$1.06M ﹤0.01%
24,385
+5,826
4132
$1.05M ﹤0.01%
17,090
-804
4133
$1.05M ﹤0.01%
145,558
-8,193
4134
$1.05M ﹤0.01%
217,381
+1,005
4135
$1.05M ﹤0.01%
69,208
-16,900
4136
$1.05M ﹤0.01%
31,954
-12,755
4137
$1.05M ﹤0.01%
58,474
+1,031
4138
$1.05M ﹤0.01%
79,720
+35,037
4139
$1.05M ﹤0.01%
10,168
+452
4140
$1.04M ﹤0.01%
20,389
+12,176
4141
$1.04M ﹤0.01%
18,158
-1,123
4142
$1.04M ﹤0.01%
16,688
+7,760
4143
$1.04M ﹤0.01%
380,638
+26,074
4144
$1.03M ﹤0.01%
233,557
-151,484
4145
$1.03M ﹤0.01%
154,481
-327,583
4146
$1.02M ﹤0.01%
12,920
+686
4147
$1.02M ﹤0.01%
34,736
-14,318
4148
$1.02M ﹤0.01%
567,451
+418,354
4149
$1.02M ﹤0.01%
32,061
+3,219
4150
$1.02M ﹤0.01%
135,490
+4,467