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
5151
$143K ﹤0.01%
18,535
+899
5152
$142K ﹤0.01%
26,434
+14,668
5153
$142K ﹤0.01%
31,240
-128
5154
$142K ﹤0.01%
27,011
+25,903
5155
$142K ﹤0.01%
4,323
+1,822
5156
$142K ﹤0.01%
9,197
-24,700
5157
$142K ﹤0.01%
12,460
+475
5158
$141K ﹤0.01%
166,505
+269
5159
$141K ﹤0.01%
7,326
+1,726
5160
$140K ﹤0.01%
248,970
-90,918
5161
$139K ﹤0.01%
27,772
+762
5162
$139K ﹤0.01%
4,177
+1,187
5163
$137K ﹤0.01%
6,594
-16,382
5164
$137K ﹤0.01%
3,693
+296
5165
$136K ﹤0.01%
49,979
+33,760
5166
$136K ﹤0.01%
13,811
+7,413
5167
$136K ﹤0.01%
27,124
+686
5168
$135K ﹤0.01%
23,160
+925
5169
$135K ﹤0.01%
10,986
+1,851
5170
$133K ﹤0.01%
43,106
-17,324
5171
$133K ﹤0.01%
73,163
5172
$133K ﹤0.01%
+720
5173
$133K ﹤0.01%
16,182
+2,100
5174
$133K ﹤0.01%
35,360
+1,578
5175
$132K ﹤0.01%
6,279
-1,628