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
5001
$191K ﹤0.01%
5,737
-962
5002
$191K ﹤0.01%
42,878
+20,012
5003
$191K ﹤0.01%
15,169
+2,050
5004
$191K ﹤0.01%
20,290
-374
5005
$190K ﹤0.01%
7,528
+1,756
5006
$190K ﹤0.01%
51,006
-274,513
5007
$190K ﹤0.01%
6,193
+295
5008
$190K ﹤0.01%
15,263
-4,649
5009
$190K ﹤0.01%
24,551
+1,779
5010
$189K ﹤0.01%
3,193
+134
5011
$189K ﹤0.01%
6,492
-62
5012
$189K ﹤0.01%
1,950
+1,432
5013
$189K ﹤0.01%
62,310
-3,435
5014
$189K ﹤0.01%
6,532
+300
5015
$189K ﹤0.01%
87,396
-12,216
5016
$189K ﹤0.01%
9,043
-774
5017
$188K ﹤0.01%
47,092
-663,836
5018
$188K ﹤0.01%
4,999
+1,013
5019
$188K ﹤0.01%
28,098
+19,047
5020
$188K ﹤0.01%
164,801
-22,055
5021
$187K ﹤0.01%
6,973
+1,132
5022
$187K ﹤0.01%
7,260
-793
5023
$187K ﹤0.01%
25,640
+1,838
5024
$187K ﹤0.01%
68,878
-30,227
5025
$186K ﹤0.01%
11,258
+6,246