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
4426
$604K ﹤0.01%
49,386
+24,437
4427
$604K ﹤0.01%
28,357
-1,410
4428
$604K ﹤0.01%
39,957
-15,266
4429
$604K ﹤0.01%
18,509
+9,071
4430
$604K ﹤0.01%
9,425
+8,541
4431
$604K ﹤0.01%
13,390
+11,190
4432
$603K ﹤0.01%
19,809
+11,717
4433
$602K ﹤0.01%
37,441
+26,109
4434
$601K ﹤0.01%
11,475
-1,264
4435
$599K ﹤0.01%
50,775
-1,190
4436
$596K ﹤0.01%
128,533
-12,967
4437
$595K ﹤0.01%
51,722
+2,552
4438
$593K ﹤0.01%
19,756
+18,906
4439
$592K ﹤0.01%
17,858
-11,306
4440
$587K ﹤0.01%
20,309
-128,225
4441
$587K ﹤0.01%
22,862
-516
4442
$583K ﹤0.01%
92,608
-991
4443
$581K ﹤0.01%
12,716
-32,884
4444
$580K ﹤0.01%
36,376
+17,762
4445
$578K ﹤0.01%
36,787
+2,233
4446
$577K ﹤0.01%
15,720
4447
$574K ﹤0.01%
18,761
-71,064
4448
$573K ﹤0.01%
99,578
+31,596
4449
$570K ﹤0.01%
24,307
-12,018
4450
$569K ﹤0.01%
13,923
+1,199