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
4376
$662K ﹤0.01%
10,832
+4,455
4377
$661K ﹤0.01%
13,855
-760
4378
$661K ﹤0.01%
25,341
-49
4379
$660K ﹤0.01%
48,382
-6,190
4380
$660K ﹤0.01%
30,202
-8,645
4381
$660K ﹤0.01%
21,718
+18,165
4382
$657K ﹤0.01%
25,932
-2,433
4383
$655K ﹤0.01%
37,607
+16,750
4384
$654K ﹤0.01%
44,659
+3,205
4385
$653K ﹤0.01%
53,356
+19,048
4386
$652K ﹤0.01%
21,866
+20,928
4387
$652K ﹤0.01%
15,487
+4,095
4388
$650K ﹤0.01%
262,284
+2,492
4389
$650K ﹤0.01%
174,151
-607
4390
$649K ﹤0.01%
24,147
+870
4391
$649K ﹤0.01%
63,438
+38,399
4392
$649K ﹤0.01%
24,558
-2,602
4393
$646K ﹤0.01%
66,990
+22,421
4394
$646K ﹤0.01%
39,786
+517
4395
$644K ﹤0.01%
14,927
+945
4396
$644K ﹤0.01%
159,367
-30,220
4397
$643K ﹤0.01%
27,472
+17,439
4398
$642K ﹤0.01%
186,024
+2,509
4399
$642K ﹤0.01%
57,350
+10,750
4400
$639K ﹤0.01%
23,221
-84