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
4176
$973K ﹤0.01%
8,664
+1
4177
$971K ﹤0.01%
21,929
+436
4178
$970K ﹤0.01%
23,977
-253
4179
$969K ﹤0.01%
37,709
-24,302
4180
$969K ﹤0.01%
267,040
+13,547
4181
$969K ﹤0.01%
226,883
-19,783
4182
$962K ﹤0.01%
36,227
+1,476
4183
$961K ﹤0.01%
35,060
-5,029
4184
$960K ﹤0.01%
32,185
+3,598
4185
$960K ﹤0.01%
88,569
-297
4186
$958K ﹤0.01%
36,355
+34,783
4187
$957K ﹤0.01%
17,933
-4,899
4188
$955K ﹤0.01%
69,435
-201,482
4189
$955K ﹤0.01%
962,221
+321,150
4190
$947K ﹤0.01%
10,179
-10,242
4191
$943K ﹤0.01%
160,619
-32,323
4192
$942K ﹤0.01%
62,449
+57,326
4193
$936K ﹤0.01%
113,330
+14,153
4194
$936K ﹤0.01%
19,948
+808
4195
$933K ﹤0.01%
11,885
+4,783
4196
$931K ﹤0.01%
34,710
-48
4197
$925K ﹤0.01%
31,364
+3,186
4198
$918K ﹤0.01%
149,507
-129,831
4199
$915K ﹤0.01%
27,750
-13,678
4200
$913K ﹤0.01%
19,302
+7,485