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
5251
$109K ﹤0.01%
27,225
5252
$109K ﹤0.01%
19,143
+381
5253
$109K ﹤0.01%
37,098
-6,561
5254
$109K ﹤0.01%
59,181
-12,799
5255
$108K ﹤0.01%
43,531
-438
5256
$108K ﹤0.01%
14,001
+3,638
5257
$108K ﹤0.01%
29,305
-346
5258
$107K ﹤0.01%
5,590
+1,123
5259
$106K ﹤0.01%
46,495
+11,510
5260
$105K ﹤0.01%
31,171
5261
$105K ﹤0.01%
10,530
+1
5262
$105K ﹤0.01%
8,377
-32
5263
$104K ﹤0.01%
5,737
+231
5264
$103K ﹤0.01%
40,549
+10,429
5265
$103K ﹤0.01%
+2,225
5266
$103K ﹤0.01%
57,268
-25,160
5267
$103K ﹤0.01%
26,952
-18,083
5268
$103K ﹤0.01%
36,056
+9,348
5269
$103K ﹤0.01%
10,952
-1,594
5270
$103K ﹤0.01%
118,618
-39,613
5271
$103K ﹤0.01%
+3,505
5272
$102K ﹤0.01%
+2,474
5273
$102K ﹤0.01%
2,700
-300
5274
$102K ﹤0.01%
10,264
+10,255
5275
$102K ﹤0.01%
26,122
+659