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
4776
$316K ﹤0.01%
13,219
-1,217
4777
$316K ﹤0.01%
16,183
-2,251
4778
$316K ﹤0.01%
46,604
-26,329
4779
$315K ﹤0.01%
8,086
-288
4780
$315K ﹤0.01%
32,822
-433
4781
$315K ﹤0.01%
91,848
-65,059
4782
$313K ﹤0.01%
47,860
+41,455
4783
$312K ﹤0.01%
11,959
+735
4784
$311K ﹤0.01%
31,258
-12,660
4785
$310K ﹤0.01%
20,300
+4,749
4786
$310K ﹤0.01%
44,415
-27,944
4787
$309K ﹤0.01%
12,600
+2,796
4788
$309K ﹤0.01%
25,659
-6,549
4789
$309K ﹤0.01%
5,573
-169
4790
$308K ﹤0.01%
+7,578
4791
$307K ﹤0.01%
4,475
+27
4792
$307K ﹤0.01%
264,622
+139,078
4793
$307K ﹤0.01%
14,327
+172
4794
$306K ﹤0.01%
42,859
+10,275
4795
$306K ﹤0.01%
15,597
+1,768
4796
$306K ﹤0.01%
158,416
+32,730
4797
$306K ﹤0.01%
10,752
+1,098
4798
$304K ﹤0.01%
6,801
-152
4799
$304K ﹤0.01%
55,857
-64,663
4800
$304K ﹤0.01%
73,909
-194,448