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
5176
$132K ﹤0.01%
26,731
+414
5177
$131K ﹤0.01%
10,655
-813
5178
$131K ﹤0.01%
6,827
-1,523
5179
$131K ﹤0.01%
22,264
-145
5180
$131K ﹤0.01%
85,048
+598
5181
$130K ﹤0.01%
72,409
-29,323
5182
$130K ﹤0.01%
28,882
+4,117
5183
$130K ﹤0.01%
11,721
+35
5184
$129K ﹤0.01%
2,340
-2,900
5185
$129K ﹤0.01%
90,771
-117,018
5186
$129K ﹤0.01%
132,615
+68,585
5187
$127K ﹤0.01%
11,614
+254
5188
$127K ﹤0.01%
27,811
-2,595
5189
$127K ﹤0.01%
31,256
+19,843
5190
$127K ﹤0.01%
71,478
+37,768
5191
$126K ﹤0.01%
10,272
+406
5192
$126K ﹤0.01%
25,900
+1,433
5193
$125K ﹤0.01%
26,408
+66
5194
$125K ﹤0.01%
6,798
-5,662
5195
$125K ﹤0.01%
26,401
-55,991
5196
$125K ﹤0.01%
+3,168
5197
$124K ﹤0.01%
27,403
+1,479
5198
$124K ﹤0.01%
2,880
-455
5199
$124K ﹤0.01%
1,818
-800
5200
$124K ﹤0.01%
45,221
+36,297