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
4301
$765K ﹤0.01%
30,502
-1,014
4302
$765K ﹤0.01%
53,579
-50,735
4303
$765K ﹤0.01%
26,040
-20,563
4304
$764K ﹤0.01%
27,865
-13,299
4305
$763K ﹤0.01%
53,353
-21,177
4306
$760K ﹤0.01%
31,606
+15,001
4307
$759K ﹤0.01%
11,313
-12,799
4308
$759K ﹤0.01%
15,739
+13,223
4309
$759K ﹤0.01%
25,000
4310
$758K ﹤0.01%
28,248
+8,310
4311
$753K ﹤0.01%
38,453
+10,254
4312
$750K ﹤0.01%
65,864
-7,982
4313
$749K ﹤0.01%
16,748
-1,928
4314
$747K ﹤0.01%
72,406
-14,372
4315
$747K ﹤0.01%
+17,860
4316
$746K ﹤0.01%
59,915
+60
4317
$744K ﹤0.01%
34,709
+3,882
4318
$743K ﹤0.01%
17,637
+1,206
4319
$741K ﹤0.01%
121,477
-289,667
4320
$740K ﹤0.01%
15,224
-95
4321
$739K ﹤0.01%
97,348
-1,367
4322
$735K ﹤0.01%
24,803
-6,323
4323
$734K ﹤0.01%
28,324
+25,178
4324
$733K ﹤0.01%
57,698
-3,159
4325
$733K ﹤0.01%
70,587
+6,564