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
5126
$151K ﹤0.01%
13,809
+642
5127
$151K ﹤0.01%
53,648
-4,137
5128
$151K ﹤0.01%
18,708
+3,275
5129
$150K ﹤0.01%
12,989
+1,400
5130
$150K ﹤0.01%
+1,919
5131
$150K ﹤0.01%
33,266
-2,049
5132
$149K ﹤0.01%
7,156
+84
5133
$149K ﹤0.01%
3,180
+52
5134
$149K ﹤0.01%
11,422
+75
5135
$148K ﹤0.01%
18,939
-52,049
5136
$148K ﹤0.01%
28,276
+1,800
5137
$148K ﹤0.01%
18,133
-1,942
5138
$148K ﹤0.01%
23,581
+4,000
5139
$148K ﹤0.01%
3,303
-51,186
5140
$148K ﹤0.01%
5,236
+285
5141
$147K ﹤0.01%
12,853
+2,864
5142
$146K ﹤0.01%
39,815
+2,549
5143
$145K ﹤0.01%
39,440
-4,536
5144
$145K ﹤0.01%
28,361
-3,117
5145
$144K ﹤0.01%
1,400
+1,282
5146
$144K ﹤0.01%
6,059
-249
5147
$143K ﹤0.01%
1,908
-429
5148
$143K ﹤0.01%
20,618
-18,775
5149
$143K ﹤0.01%
3,205
-62
5150
$143K ﹤0.01%
26,155
-19,898