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
4226
$879K ﹤0.01%
40,049
+17,292
4227
$878K ﹤0.01%
51,729
+23,138
4228
$876K ﹤0.01%
18,500
+2,527
4229
$875K ﹤0.01%
21,185
-42,986
4230
$875K ﹤0.01%
69,730
-22,286
4231
$875K ﹤0.01%
42,957
-1,365
4232
$875K ﹤0.01%
30,644
-15,836
4233
$874K ﹤0.01%
10,875
-340
4234
$873K ﹤0.01%
137,878
+7,244
4235
$872K ﹤0.01%
14,035
+1,550
4236
$864K ﹤0.01%
+51,439
4237
$864K ﹤0.01%
37,860
-786,884
4238
$864K ﹤0.01%
28,002
-477
4239
$861K ﹤0.01%
181,622
+123
4240
$861K ﹤0.01%
305,268
+239,655
4241
$860K ﹤0.01%
83,950
-192,539
4242
$860K ﹤0.01%
125,008
+32,467
4243
$858K ﹤0.01%
319,105
-578,479
4244
$856K ﹤0.01%
60,259
+3,576
4245
$855K ﹤0.01%
69,601
-29,447
4246
$855K ﹤0.01%
208,451
+29,520
4247
$853K ﹤0.01%
111,962
+2
4248
$851K ﹤0.01%
34,460
-2,193
4249
$850K ﹤0.01%
139,626
-138,307
4250
$849K ﹤0.01%
130,490
+17,539