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
4551
$472K ﹤0.01%
147,455
-188,373
4552
$471K ﹤0.01%
19,851
+3,143
4553
$471K ﹤0.01%
3,049
+7
4554
$471K ﹤0.01%
40,830
+18,016
4555
$470K ﹤0.01%
15,547
+1,139
4556
$470K ﹤0.01%
224,942
+163,137
4557
$470K ﹤0.01%
20,543
-4,255
4558
$470K ﹤0.01%
41,321
-2,350
4559
$469K ﹤0.01%
6,135
+3,120
4560
$468K ﹤0.01%
142,146
+22,387
4561
$467K ﹤0.01%
99,677
+22,259
4562
$467K ﹤0.01%
35,344
-7,149
4563
$467K ﹤0.01%
45,988
+5,155
4564
$466K ﹤0.01%
7,171
-284
4565
$465K ﹤0.01%
20,900
+900
4566
$465K ﹤0.01%
37,427
+20,491
4567
$464K ﹤0.01%
288,157
-162,889
4568
$463K ﹤0.01%
28,646
+11,741
4569
$463K ﹤0.01%
263,077
-9,684
4570
$462K ﹤0.01%
13,630
-3,557
4571
$462K ﹤0.01%
23,702
+3,009
4572
$461K ﹤0.01%
129,124
+81,948
4573
$460K ﹤0.01%
16,736
-3,298
4574
$460K ﹤0.01%
15,009
+1,083
4575
$459K ﹤0.01%
26,640
+3,112