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
4451
$568K ﹤0.01%
101,442
+10,318
4452
$568K ﹤0.01%
46,478
+14,849
4453
$565K ﹤0.01%
134,891
+4,005
4454
$565K ﹤0.01%
18,922
+2,154
4455
$564K ﹤0.01%
45,505
-1,072
4456
$563K ﹤0.01%
155,117
+13,911
4457
$563K ﹤0.01%
16,923
+16,648
4458
$562K ﹤0.01%
13,840
+858
4459
$562K ﹤0.01%
229,368
+118,355
4460
$561K ﹤0.01%
40,122
+1,930
4461
$561K ﹤0.01%
43,421
-23,525
4462
$560K ﹤0.01%
80,151
+60,066
4463
$560K ﹤0.01%
138,332
+5,857
4464
$560K ﹤0.01%
363,569
-102,822
4465
$559K ﹤0.01%
49,408
+2,333
4466
$556K ﹤0.01%
79,385
-30,614
4467
$556K ﹤0.01%
31,584
-77
4468
$554K ﹤0.01%
31,120
+1,468
4469
$553K ﹤0.01%
31,033
-4,206
4470
$553K ﹤0.01%
8,359
-2,269
4471
$551K ﹤0.01%
25,000
4472
$551K ﹤0.01%
44,507
-257
4473
$549K ﹤0.01%
41,028
-3,242
4474
$547K ﹤0.01%
51,116
+53
4475
$546K ﹤0.01%
92,992
-10,348