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
4851
$278K ﹤0.01%
11,272
+2,709
4852
$278K ﹤0.01%
+5,818
4853
$278K ﹤0.01%
79,598
+28,612
4854
$277K ﹤0.01%
4,133
+600
4855
$276K ﹤0.01%
10,099
+963
4856
$276K ﹤0.01%
25,000
4857
$275K ﹤0.01%
+17,818
4858
$275K ﹤0.01%
313,167
-379,478
4859
$274K ﹤0.01%
10,932
+3,377
4860
$274K ﹤0.01%
16,879
-2,353
4861
$274K ﹤0.01%
+8,090
4862
$273K ﹤0.01%
14,645
+3,846
4863
$273K ﹤0.01%
38,060
+7,192
4864
$273K ﹤0.01%
17,291
+1,332
4865
$272K ﹤0.01%
7,265
+2,390
4866
$270K ﹤0.01%
16,173
-2,635
4867
$270K ﹤0.01%
10,214
+358
4868
$270K ﹤0.01%
153,191
+112,033
4869
$269K ﹤0.01%
13,690
4870
$269K ﹤0.01%
133,735
+9,761
4871
$267K ﹤0.01%
5,421
+651
4872
$267K ﹤0.01%
186,940
+3,381
4873
$267K ﹤0.01%
12,770
-1,457
4874
$264K ﹤0.01%
47,275
-17,858
4875
$264K ﹤0.01%
10,377
-9,878