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
5326
$88.7K ﹤0.01%
7,192
+5,449
5327
$88.5K ﹤0.01%
2,442
+728
5328
$88.4K ﹤0.01%
17,369
+8,122
5329
$88.3K ﹤0.01%
3,406
+3
5330
$88K ﹤0.01%
1,561
-320
5331
$87.9K ﹤0.01%
14,159
+2,081
5332
$87.8K ﹤0.01%
3,693
+2
5333
$87.7K ﹤0.01%
6,512
5334
$87.2K ﹤0.01%
12,673
-56,299
5335
$87.1K ﹤0.01%
3,430
+444
5336
$87K ﹤0.01%
98,685
+36,275
5337
$87K ﹤0.01%
4,627
+130
5338
$86.9K ﹤0.01%
8,409
-310
5339
$86.9K ﹤0.01%
3,157
-4
5340
$86.6K ﹤0.01%
12,681
+3,623
5341
$86.5K ﹤0.01%
15,389
-12,254
5342
$86.1K ﹤0.01%
16,744
+974
5343
$85.5K ﹤0.01%
54,427
+21,371
5344
$85.4K ﹤0.01%
5,940
-388
5345
$85.3K ﹤0.01%
36,152
+2,853
5346
$85.2K ﹤0.01%
31,219
-19,673
5347
$85.2K ﹤0.01%
6,471
-950
5348
$84.1K ﹤0.01%
14,009
+630
5349
$83.8K ﹤0.01%
44,591
+3,020
5350
$83.8K ﹤0.01%
9,985
+2,554