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
5301
$94.2K ﹤0.01%
6,200
-843
5302
$94.1K ﹤0.01%
4,550
5303
$93.7K ﹤0.01%
43,972
+2,687
5304
$93.6K ﹤0.01%
11,562
-536
5305
$93.4K ﹤0.01%
3,518
+650
5306
$93.1K ﹤0.01%
13,360
-3,958
5307
$92.9K ﹤0.01%
91,090
+36,934
5308
$92.6K ﹤0.01%
3,907
+3,144
5309
$92.4K ﹤0.01%
45,304
+11,421
5310
$92.4K ﹤0.01%
3,454
5311
$91.8K ﹤0.01%
3,297
+87
5312
$91.7K ﹤0.01%
9,000
5313
$91.3K ﹤0.01%
13,620
+1,517
5314
$90.8K ﹤0.01%
3,418
+85
5315
$90.4K ﹤0.01%
23,727
+18
5316
$90.3K ﹤0.01%
7,689
-676
5317
$90K ﹤0.01%
11,138
+150
5318
$89.9K ﹤0.01%
18,772
+92
5319
$89.8K ﹤0.01%
11,252
+961
5320
$89.7K ﹤0.01%
24,381
+1,438
5321
$89.4K ﹤0.01%
10,009
5322
$89.3K ﹤0.01%
2,091
5323
$89K ﹤0.01%
20,190
-250
5324
$89K ﹤0.01%
1,782
+117
5325
$88.9K ﹤0.01%
36,719