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
4576
$459K ﹤0.01%
314,048
-930,061
4577
$457K ﹤0.01%
5,668
-8,999
4578
$456K ﹤0.01%
8,081
+754
4579
$456K ﹤0.01%
48,752
+8,629
4580
$455K ﹤0.01%
26,399
-12,643
4581
$454K ﹤0.01%
35,122
+26,455
4582
$453K ﹤0.01%
32,671
+18,219
4583
$452K ﹤0.01%
16,157
+158
4584
$452K ﹤0.01%
16,299
-9,417
4585
$448K ﹤0.01%
36,779
+33,905
4586
$448K ﹤0.01%
3,495
+797
4587
$447K ﹤0.01%
129,152
+33,663
4588
$446K ﹤0.01%
15,076
+1,054
4589
$446K ﹤0.01%
24,119
-5,316
4590
$445K ﹤0.01%
298,738
+40,130
4591
$445K ﹤0.01%
85,867
+22,642
4592
$443K ﹤0.01%
6,600
+5,475
4593
$442K ﹤0.01%
90,925
+944
4594
$440K ﹤0.01%
16,244
-67
4595
$440K ﹤0.01%
13,182
-536
4596
$439K ﹤0.01%
9,373
-1,493
4597
$439K ﹤0.01%
81,898
+62,904
4598
$438K ﹤0.01%
79,966
+59,472
4599
$438K ﹤0.01%
5,654
+3,701
4600
$438K ﹤0.01%
29,422
+931