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
4401
$637K ﹤0.01%
56,954
+8,845
4402
$636K ﹤0.01%
52,640
-16
4403
$636K ﹤0.01%
121,614
-18,408
4404
$636K ﹤0.01%
66,076
-25,271
4405
$635K ﹤0.01%
56,878
+13,236
4406
$634K ﹤0.01%
25,161
-2,221
4407
$633K ﹤0.01%
15,104
+4,271
4408
$633K ﹤0.01%
112,344
-2,759
4409
$631K ﹤0.01%
2,592
+1,137
4410
$631K ﹤0.01%
13,451
+13,349
4411
$631K ﹤0.01%
55,410
-136,196
4412
$626K ﹤0.01%
13,617
-4,435
4413
$625K ﹤0.01%
25,995
-789
4414
$625K ﹤0.01%
36,632
-4,476
4415
$623K ﹤0.01%
65,037
-255
4416
$617K ﹤0.01%
350,374
+46,449
4417
$616K ﹤0.01%
268,970
-54,691
4418
$615K ﹤0.01%
123,024
+45,566
4419
$615K ﹤0.01%
45,354
+12,415
4420
$612K ﹤0.01%
18,908
-25,290
4421
$612K ﹤0.01%
65,779
+4,895
4422
$610K ﹤0.01%
32,231
+4,779
4423
$610K ﹤0.01%
52,694
-9,813
4424
$610K ﹤0.01%
37,756
-11,612
4425
$607K ﹤0.01%
15,683
-150,431