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
5201
$123K ﹤0.01%
25,308
+35
5202
$123K ﹤0.01%
37,937
+26,318
5203
$123K ﹤0.01%
157,978
+6
5204
$123K ﹤0.01%
22,818
+19,263
5205
$122K ﹤0.01%
7,570
+2,314
5206
$122K ﹤0.01%
637
+62
5207
$122K ﹤0.01%
15,212
-16,735
5208
$121K ﹤0.01%
19,533
+11,741
5209
$121K ﹤0.01%
5,320
-1,112
5210
$121K ﹤0.01%
10,155
-17,431
5211
$121K ﹤0.01%
45,364
-8,524
5212
$121K ﹤0.01%
55,435
-13,074
5213
$121K ﹤0.01%
4,786
5214
$120K ﹤0.01%
3,125
5215
$120K ﹤0.01%
13,718
+179
5216
$120K ﹤0.01%
4,475
-7,074
5217
$119K ﹤0.01%
35,961
+137
5218
$118K ﹤0.01%
32,983
+1,245
5219
$118K ﹤0.01%
+10,737
5220
$118K ﹤0.01%
40,117
+2,389
5221
$118K ﹤0.01%
18,009
+4,308
5222
$118K ﹤0.01%
12,096
+724
5223
$117K ﹤0.01%
10,859
-683
5224
$117K ﹤0.01%
+1,291
5225
$117K ﹤0.01%
3,294
+567