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
4976
$207K ﹤0.01%
3,555
+65
4977
$206K ﹤0.01%
6,216
+459
4978
$206K ﹤0.01%
3,606
+3,024
4979
$204K ﹤0.01%
18,946
-557
4980
$204K ﹤0.01%
9,448
+42
4981
$203K ﹤0.01%
34,138
-309,932
4982
$203K ﹤0.01%
18,035
-1,415
4983
$202K ﹤0.01%
34,914
+4,857
4984
$202K ﹤0.01%
1,171
+96
4985
$201K ﹤0.01%
24,789
-955
4986
$201K ﹤0.01%
15,553
+6,606
4987
$200K ﹤0.01%
32,023
+679
4988
$200K ﹤0.01%
24,980
-6,480
4989
$199K ﹤0.01%
59,539
-9,938
4990
$199K ﹤0.01%
43,672
+1,638
4991
$198K ﹤0.01%
17,466
+2,459
4992
$198K ﹤0.01%
36,811
+4,527
4993
$196K ﹤0.01%
+3,508
4994
$196K ﹤0.01%
36,934
-3,698
4995
$195K ﹤0.01%
23,525
+162
4996
$195K ﹤0.01%
10,695
+3,538
4997
$194K ﹤0.01%
64,967
+48,619
4998
$194K ﹤0.01%
7,810
+640
4999
$193K ﹤0.01%
17,918
+714
5000
$192K ﹤0.01%
23,073
-2,605