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
4826
$293K ﹤0.01%
2,878
+274
4827
$293K ﹤0.01%
15,817
+882
4828
$292K ﹤0.01%
15,371
+2,106
4829
$292K ﹤0.01%
79,388
+21,900
4830
$290K ﹤0.01%
4,005
4831
$289K ﹤0.01%
14,929
+4,566
4832
$288K ﹤0.01%
34,779
-868
4833
$288K ﹤0.01%
2,010
+2
4834
$287K ﹤0.01%
4,466
+761
4835
$285K ﹤0.01%
74,721
-1,011
4836
$285K ﹤0.01%
10,431
4837
$285K ﹤0.01%
157,437
4838
$285K ﹤0.01%
54,619
-17,637
4839
$284K ﹤0.01%
11,019
-4,327
4840
$284K ﹤0.01%
17,187
-7,132
4841
$284K ﹤0.01%
210,561
+3,429
4842
$284K ﹤0.01%
14,551
+2,415
4843
$283K ﹤0.01%
129,312
-3,811
4844
$283K ﹤0.01%
147,262
-16
4845
$282K ﹤0.01%
9,248
-18,947
4846
$281K ﹤0.01%
33,902
+2,709
4847
$281K ﹤0.01%
43,189
-4,554
4848
$280K ﹤0.01%
185,682
-105,347
4849
$280K ﹤0.01%
8,815
+598
4850
$280K ﹤0.01%
5,610
-1,475