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
4626
$414K ﹤0.01%
9,489
+417
4627
$414K ﹤0.01%
254,160
+157,046
4628
$413K ﹤0.01%
4,659
+798
4629
$413K ﹤0.01%
31,658
-4,218
4630
$412K ﹤0.01%
10,073
-42
4631
$410K ﹤0.01%
131,117
-320,924
4632
$410K ﹤0.01%
29,554
-2,293
4633
$410K ﹤0.01%
6,517
+899
4634
$410K ﹤0.01%
86,777
+7,062
4635
$409K ﹤0.01%
29,180
+2,299
4636
$409K ﹤0.01%
39,473
-5,087
4637
$409K ﹤0.01%
8,035
-9,700
4638
$408K ﹤0.01%
8,500
+1,574
4639
$408K ﹤0.01%
8,503
+124
4640
$407K ﹤0.01%
81,586
+30,403
4641
$406K ﹤0.01%
47,768
+314
4642
$403K ﹤0.01%
16,933
+10
4643
$403K ﹤0.01%
23,174
+652
4644
$402K ﹤0.01%
157,154
+114,221
4645
$402K ﹤0.01%
46,675
+11,436
4646
$400K ﹤0.01%
196,301
+194,407
4647
$400K ﹤0.01%
194,187
+184,790
4648
$399K ﹤0.01%
14,522
-1,949
4649
$396K ﹤0.01%
6,079
+1,333
4650
$396K ﹤0.01%
12,093
-4