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
4476
$546K ﹤0.01%
7,458
+6,911
4477
$544K ﹤0.01%
69,963
-13,860
4478
$544K ﹤0.01%
34,061
+5,131
4479
$544K ﹤0.01%
13,440
-3,210
4480
$543K ﹤0.01%
57,349
+3,536
4481
$542K ﹤0.01%
21,371
+1,189
4482
$541K ﹤0.01%
13,031
-3,735
4483
$540K ﹤0.01%
18,770
-16,493
4484
$538K ﹤0.01%
14,200
-1,252
4485
$537K ﹤0.01%
94,519
-581
4486
$537K ﹤0.01%
18,724
+481
4487
$536K ﹤0.01%
8,738
-537
4488
$536K ﹤0.01%
23,030
-168
4489
$536K ﹤0.01%
14,227
4490
$535K ﹤0.01%
16,495
-101
4491
$534K ﹤0.01%
13,645
-2,402
4492
$532K ﹤0.01%
12,343
+3,905
4493
$528K ﹤0.01%
20,334
-192
4494
$527K ﹤0.01%
13,448
-9,515
4495
$527K ﹤0.01%
84,326
+4,606
4496
$526K ﹤0.01%
304,140
+72,822
4497
$525K ﹤0.01%
19,048
+1,572
4498
$524K ﹤0.01%
39,609
+584
4499
$523K ﹤0.01%
200,678
+160,212
4500
$522K ﹤0.01%
226,916
-4,546