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
4651
$395K ﹤0.01%
34,525
+27,411
4652
$395K ﹤0.01%
24,575
+6,494
4653
$395K ﹤0.01%
12,645
+373
4654
$395K ﹤0.01%
290,331
+56,413
4655
$394K ﹤0.01%
23,450
-11,562
4656
$394K ﹤0.01%
52,554
-9,246
4657
$393K ﹤0.01%
11,547
-7,015
4658
$392K ﹤0.01%
21,144
+42
4659
$391K ﹤0.01%
+19,110
4660
$391K ﹤0.01%
32,750
+275
4661
$390K ﹤0.01%
13,879
-21,073
4662
$390K ﹤0.01%
9,763
+3,599
4663
$389K ﹤0.01%
73,419
+4,916
4664
$387K ﹤0.01%
46,409
-45,106
4665
$387K ﹤0.01%
20,631
-4,707
4666
$387K ﹤0.01%
19,634
+714
4667
$386K ﹤0.01%
112,728
+44,170
4668
$385K ﹤0.01%
48,604
+30,865
4669
$385K ﹤0.01%
24,834
-4,819
4670
$385K ﹤0.01%
11,517
+2,916
4671
$385K ﹤0.01%
25,734
-4,326
4672
$384K ﹤0.01%
81,514
+2
4673
$381K ﹤0.01%
46,389
+9,642
4674
$381K ﹤0.01%
38,595
-36,711
4675
$380K ﹤0.01%
6,287
-106