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
4601
$437K ﹤0.01%
26,065
-584
4602
$436K ﹤0.01%
11,290
+1,552
4603
$435K ﹤0.01%
43,680
+7,800
4604
$435K ﹤0.01%
40,170
-543,961
4605
$434K ﹤0.01%
6,259
+1,762
4606
$433K ﹤0.01%
46,154
+2,659
4607
$433K ﹤0.01%
32,099
+5,493
4608
$432K ﹤0.01%
15,147
-7,921
4609
$432K ﹤0.01%
9,574
+800
4610
$431K ﹤0.01%
12,265
+667
4611
$430K ﹤0.01%
18,726
-73,825
4612
$429K ﹤0.01%
10,203
-5,003
4613
$429K ﹤0.01%
29,202
+1,372
4614
$429K ﹤0.01%
11,658
-1,528
4615
$429K ﹤0.01%
11,359
-4
4616
$427K ﹤0.01%
35,785
+128
4617
$427K ﹤0.01%
16,337
+1,249
4618
$425K ﹤0.01%
10,990
4619
$425K ﹤0.01%
77,236
+2,160
4620
$423K ﹤0.01%
28,701
+11,419
4621
$422K ﹤0.01%
52,391
+7,635
4622
$420K ﹤0.01%
172,192
-1,049
4623
$420K ﹤0.01%
15,601
-68,244
4624
$419K ﹤0.01%
29,307
-162,900
4625
$419K ﹤0.01%
12,191
+1,711