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
4351
$695K ﹤0.01%
6,418
+118
4352
$693K ﹤0.01%
25,961
-13,437
4353
$689K ﹤0.01%
168,787
+165,091
4354
$688K ﹤0.01%
20,093
+8,256
4355
$688K ﹤0.01%
661,680
+386,585
4356
$688K ﹤0.01%
263,602
-31,554
4357
$688K ﹤0.01%
72,915
-28,652
4358
$685K ﹤0.01%
91,399
+21,945
4359
$684K ﹤0.01%
217,148
+234
4360
$680K ﹤0.01%
26,974
+1,911
4361
$679K ﹤0.01%
7,489
+535
4362
$677K ﹤0.01%
6,181
+6
4363
$674K ﹤0.01%
54,126
+15,561
4364
$672K ﹤0.01%
18,058
+7,726
4365
$672K ﹤0.01%
39,817
+11,362
4366
$671K ﹤0.01%
84,560
-3,647
4367
$670K ﹤0.01%
52,009
+15,848
4368
$670K ﹤0.01%
+25,000
4369
$670K ﹤0.01%
206,658
-1,311
4370
$669K ﹤0.01%
12,686
+1,276
4371
$668K ﹤0.01%
36,818
-2,160
4372
$667K ﹤0.01%
8,461
+337
4373
$666K ﹤0.01%
4,906
+385
4374
$666K ﹤0.01%
42,642
+6,539
4375
$665K ﹤0.01%
47,380
+15,764