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
5276
$101K ﹤0.01%
9,926
-4,233
5277
$101K ﹤0.01%
70,232
-206
5278
$101K ﹤0.01%
27,714
+631
5279
$101K ﹤0.01%
26,958
+6,048
5280
$101K ﹤0.01%
9,090
-4,179
5281
$100K ﹤0.01%
27,522
+2,719
5282
$100K ﹤0.01%
2,152
5283
$99.3K ﹤0.01%
7,214
+334
5284
$98.8K ﹤0.01%
46,400
+38,390
5285
$98.5K ﹤0.01%
19,429
-2,060
5286
$98.1K ﹤0.01%
1,655
-106
5287
$98K ﹤0.01%
2,550
-550
5288
$97.3K ﹤0.01%
30,703
-496
5289
$96.3K ﹤0.01%
6,804
+398
5290
$96.3K ﹤0.01%
+950
5291
$95.6K ﹤0.01%
29,278
-18
5292
$95.4K ﹤0.01%
3,324
-5,124
5293
$95.4K ﹤0.01%
1,327
+30
5294
$95K ﹤0.01%
4,725
+163
5295
$95K ﹤0.01%
15,566
+3,709
5296
$94.9K ﹤0.01%
5,141
-1,603
5297
$94.7K ﹤0.01%
26,527
+679
5298
$94.6K ﹤0.01%
41,142
+9,771
5299
$94.5K ﹤0.01%
1,904
-283
5300
$94.2K ﹤0.01%
78,520
+25,285