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
4151
$1.02M ﹤0.01%
36,219
+5,420
4152
$1.02M ﹤0.01%
43,265
+36,964
4153
$1.01M ﹤0.01%
130,255
-4,704
4154
$1.01M ﹤0.01%
96,236
+60,050
4155
$1M ﹤0.01%
42,478
+13,110
4156
$1M ﹤0.01%
522,694
+21,848
4157
$1M ﹤0.01%
18,261
+515
4158
$1M ﹤0.01%
20,208
-926
4159
$1M ﹤0.01%
23,067
+51
4160
$999K ﹤0.01%
113,016
+62,088
4161
$996K ﹤0.01%
128,007
-29,382
4162
$995K ﹤0.01%
4,104
-937
4163
$993K ﹤0.01%
180,873
-386,938
4164
$992K ﹤0.01%
40,000
-19,098
4165
$992K ﹤0.01%
367,407
+44,666
4166
$990K ﹤0.01%
61,598
+49,498
4167
$990K ﹤0.01%
167,160
+101,600
4168
$988K ﹤0.01%
14,561
-49,059
4169
$987K ﹤0.01%
105,142
-12,815
4170
$985K ﹤0.01%
353,044
+285,960
4171
$984K ﹤0.01%
29,012
+2,338
4172
$979K ﹤0.01%
70,881
+63,244
4173
$976K ﹤0.01%
51,775
+50,475
4174
$975K ﹤0.01%
29,255
-46,780
4175
$973K ﹤0.01%
187,432
+7,481