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
4251
$849K ﹤0.01%
8,691
+266
4252
$847K ﹤0.01%
65,803
-21,075
4253
$844K ﹤0.01%
66,489
+403
4254
$837K ﹤0.01%
17,681
+2,133
4255
$836K ﹤0.01%
183,392
-54,847
4256
$836K ﹤0.01%
21,358
-348
4257
$834K ﹤0.01%
141,855
+37,115
4258
$833K ﹤0.01%
+29,031
4259
$833K ﹤0.01%
21,411
+1,127
4260
$833K ﹤0.01%
24,015
-105,066
4261
$832K ﹤0.01%
585,757
+434,541
4262
$828K ﹤0.01%
17,428
-1,851
4263
$826K ﹤0.01%
20,015
-5,820
4264
$825K ﹤0.01%
21,262
+1,202
4265
$824K ﹤0.01%
15,264
-10
4266
$819K ﹤0.01%
181,099
+66,090
4267
$816K ﹤0.01%
72,833
+1,150
4268
$816K ﹤0.01%
21,358
-55
4269
$816K ﹤0.01%
6,627
-68
4270
$815K ﹤0.01%
88,587
+20,817
4271
$815K ﹤0.01%
177,167
-23,606
4272
$815K ﹤0.01%
42,898
+2,187
4273
$811K ﹤0.01%
10,276
-376
4274
$810K ﹤0.01%
148,592
+130,443
4275
$809K ﹤0.01%
16,346
+644