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
4901
$249K ﹤0.01%
50,432
+42,117
4902
$248K ﹤0.01%
263,803
+143,217
4903
$248K ﹤0.01%
40,468
+572
4904
$247K ﹤0.01%
23,631
-51,990
4905
$246K ﹤0.01%
153,951
-25,711
4906
$246K ﹤0.01%
7,161
+246
4907
$245K ﹤0.01%
17,291
+1,085
4908
$245K ﹤0.01%
13,919
-3,790
4909
$245K ﹤0.01%
8,596
+1,635
4910
$243K ﹤0.01%
967,717
-10,488
4911
$242K ﹤0.01%
20,374
+1,756
4912
$242K ﹤0.01%
10,193
+368
4913
$241K ﹤0.01%
9,116
+267
4914
$239K ﹤0.01%
12,404
+690
4915
$239K ﹤0.01%
80,403
+12,571
4916
$236K ﹤0.01%
7,945
-23,203
4917
$236K ﹤0.01%
12,155
+6,090
4918
$233K ﹤0.01%
10,833
-1,944
4919
$233K ﹤0.01%
8,438
+1,295
4920
$232K ﹤0.01%
91,805
+51,221
4921
$231K ﹤0.01%
10,766
-3,761
4922
$229K ﹤0.01%
9,527
-1,147
4923
$229K ﹤0.01%
60,196
+7,579
4924
$229K ﹤0.01%
6,725
+3,901
4925
$229K ﹤0.01%
192,446
+47,667