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
4926
$229K ﹤0.01%
6,674
-459
4927
$229K ﹤0.01%
54,885
+21,354
4928
$229K ﹤0.01%
3,806
-14,800
4929
$228K ﹤0.01%
10,842
-10,157
4930
$228K ﹤0.01%
18,689
+817
4931
$227K ﹤0.01%
6,659
+114
4932
$227K ﹤0.01%
109,446
-3,343
4933
$226K ﹤0.01%
7,864
+159
4934
$226K ﹤0.01%
30,027
+9,983
4935
$225K ﹤0.01%
138,322
+80,416
4936
$225K ﹤0.01%
18,313
+1,158
4937
$224K ﹤0.01%
121,019
-187,326
4938
$224K ﹤0.01%
103,994
-19,953
4939
$223K ﹤0.01%
14,825
-127
4940
$222K ﹤0.01%
6,446
-658
4941
$222K ﹤0.01%
40,502
-5
4942
$221K ﹤0.01%
39,464
+6,352
4943
$221K ﹤0.01%
21,330
+16,732
4944
$220K ﹤0.01%
12,601
+4,058
4945
$219K ﹤0.01%
16,517
+5,417
4946
$219K ﹤0.01%
24,218
+5,252
4947
$219K ﹤0.01%
4,771
-1,694
4948
$218K ﹤0.01%
8,492
+450
4949
$218K ﹤0.01%
16,519
+1,813
4950
$218K ﹤0.01%
3,426
+2,380