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
4276
$808K ﹤0.01%
57,297
+2,062
4277
$807K ﹤0.01%
129,254
-48,368
4278
$806K ﹤0.01%
31,585
-2,915
4279
$806K ﹤0.01%
8,695
-879
4280
$805K ﹤0.01%
57,917
+4,785
4281
$802K ﹤0.01%
12,379
+329
4282
$798K ﹤0.01%
90,607
+55,190
4283
$798K ﹤0.01%
11,335
-6,321
4284
$797K ﹤0.01%
64,561
+16,584
4285
$797K ﹤0.01%
56,350
+50,000
4286
$795K ﹤0.01%
37,344
+345
4287
$794K ﹤0.01%
31,217
+3,807
4288
$792K ﹤0.01%
137,894
+20,829
4289
$788K ﹤0.01%
34,770
4290
$786K ﹤0.01%
24,732
+1,731
4291
$784K ﹤0.01%
76,766
-7,270
4292
$782K ﹤0.01%
127,759
+24,080
4293
$779K ﹤0.01%
37,467
+6,826
4294
$778K ﹤0.01%
22,054
+1,488
4295
$778K ﹤0.01%
49,015
+15,041
4296
$774K ﹤0.01%
34,937
-4,491
4297
$771K ﹤0.01%
18,480
+12,448
4298
$769K ﹤0.01%
32,638
+5
4299
$768K ﹤0.01%
152,120
-6,446
4300
$767K ﹤0.01%
197,137
+42,802