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
4951
$217K ﹤0.01%
4,884
+284
4952
$216K ﹤0.01%
26,587
-968
4953
$216K ﹤0.01%
6,456
+1,536
4954
$216K ﹤0.01%
33,760
-525
4955
$216K ﹤0.01%
10,776
-1,584
4956
$215K ﹤0.01%
60,313
-4
4957
$214K ﹤0.01%
30,632
+4,906
4958
$214K ﹤0.01%
223,201
-4,083
4959
$214K ﹤0.01%
8,051
+1,132
4960
$213K ﹤0.01%
8,243
+211
4961
$213K ﹤0.01%
34,479
-873
4962
$213K ﹤0.01%
5,758
-27
4963
$213K ﹤0.01%
12,312
+2,203
4964
$212K ﹤0.01%
123,301
-5,876
4965
$212K ﹤0.01%
8,299
-5,790
4966
$212K ﹤0.01%
5,045
-356
4967
$212K ﹤0.01%
1,643
+625
4968
$211K ﹤0.01%
30,473
+2,581
4969
$211K ﹤0.01%
20,556
+1,127
4970
$210K ﹤0.01%
72,013
+15,734
4971
$210K ﹤0.01%
56,787
+4,700
4972
$210K ﹤0.01%
100,464
+77,237
4973
$210K ﹤0.01%
29,963
+2,413
4974
$209K ﹤0.01%
16,930
+1,170
4975
$208K ﹤0.01%
14,759
-577