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
5026
$186K ﹤0.01%
25,391
+18,770
5027
$186K ﹤0.01%
37,398
-6,161
5028
$186K ﹤0.01%
24,170
-203
5029
$186K ﹤0.01%
5,838
-186
5030
$186K ﹤0.01%
7,934
+163
5031
$185K ﹤0.01%
5,999
+519
5032
$185K ﹤0.01%
22,707
-12,877
5033
$185K ﹤0.01%
18,928
-40,006
5034
$184K ﹤0.01%
40,390
+2,474
5035
$184K ﹤0.01%
41,748
+20,253
5036
$184K ﹤0.01%
42,297
+23,410
5037
$184K ﹤0.01%
+5,953
5038
$183K ﹤0.01%
35,763
-7,418
5039
$183K ﹤0.01%
25,347
-1,763
5040
$182K ﹤0.01%
9,000
-1,676,026
5041
$181K ﹤0.01%
34,900
+2,338
5042
$181K ﹤0.01%
239,202
-3,366
5043
$180K ﹤0.01%
120,770
-219,616
5044
$180K ﹤0.01%
7,999
+415
5045
$178K ﹤0.01%
4,278
+9
5046
$178K ﹤0.01%
2,670
+2,540
5047
$177K ﹤0.01%
72,436
-55,255
5048
$176K ﹤0.01%
4,826
+52
5049
$176K ﹤0.01%
185,674
+18,354
5050
$176K ﹤0.01%
14,758
+4,133