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
4726
$348K ﹤0.01%
46,879
+397
4727
$348K ﹤0.01%
+12,833
4728
$347K ﹤0.01%
105,271
+1,678
4729
$346K ﹤0.01%
13,059
+623
4730
$346K ﹤0.01%
49,044
-21,821
4731
$344K ﹤0.01%
15,248
-10,512
4732
$344K ﹤0.01%
138,724
+15,999
4733
$342K ﹤0.01%
68,670
-161,484
4734
$342K ﹤0.01%
5,728
-228
4735
$341K ﹤0.01%
4,886
-36
4736
$341K ﹤0.01%
17,390
-352
4737
$340K ﹤0.01%
+13,341
4738
$340K ﹤0.01%
47,758
+26,592
4739
$339K ﹤0.01%
13,510
-1,546
4740
$337K ﹤0.01%
15,561
+1,670
4741
$336K ﹤0.01%
117,343
+23,049
4742
$336K ﹤0.01%
138,641
+95,775
4743
$335K ﹤0.01%
7,421
+4,600
4744
$333K ﹤0.01%
33,363
+16,069
4745
$333K ﹤0.01%
4,165
-19
4746
$333K ﹤0.01%
28,328
-3,366
4747
$332K ﹤0.01%
7,283
+450
4748
$330K ﹤0.01%
18,105
-1,822
4749
$329K ﹤0.01%
249,573
+22,429
4750
$329K ﹤0.01%
278,479
+4,328