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
4526
$493K ﹤0.01%
11,632
+71
4527
$493K ﹤0.01%
9,012
-47,360
4528
$492K ﹤0.01%
51,036
+5,980
4529
$491K ﹤0.01%
7,512
+338
4530
$490K ﹤0.01%
12,108
-122
4531
$489K ﹤0.01%
+69,213
4532
$488K ﹤0.01%
84,220
-63,665
4533
$488K ﹤0.01%
58,565
-218,172
4534
$488K ﹤0.01%
25,000
4535
$487K ﹤0.01%
101,188
+19,502
4536
$486K ﹤0.01%
8,517
-403
4537
$486K ﹤0.01%
31,602
+3,493
4538
$485K ﹤0.01%
70,038
+35,779
4539
$484K ﹤0.01%
97,211
+53,429
4540
$484K ﹤0.01%
52,293
+10,174
4541
$482K ﹤0.01%
25,936
-103,322
4542
$482K ﹤0.01%
25,000
4543
$482K ﹤0.01%
273,610
+198,260
4544
$481K ﹤0.01%
35,262
+882
4545
$480K ﹤0.01%
124,156
+56,264
4546
$478K ﹤0.01%
17,285
+279
4547
$477K ﹤0.01%
29,332
+820
4548
$477K ﹤0.01%
4,701
-82
4549
$477K ﹤0.01%
22,135
+14,843
4550
$477K ﹤0.01%
58,991
+21,014