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
5351
$83.5K ﹤0.01%
6,603
+34
5352
$83.4K ﹤0.01%
9,231
-4,003
5353
$83.4K ﹤0.01%
11,063
+3,806
5354
$82.7K ﹤0.01%
77,986
5355
$82.6K ﹤0.01%
6,427
5356
$82.4K ﹤0.01%
9,193
-4,232
5357
$82.3K ﹤0.01%
2,723
-237
5358
$82.2K ﹤0.01%
4,102
+985
5359
$82K ﹤0.01%
3,603
5360
$81.8K ﹤0.01%
7,876
+597
5361
$81.7K ﹤0.01%
2,711
+1,514
5362
$80.8K ﹤0.01%
15,134
+1,420
5363
$80.2K ﹤0.01%
26,379
-3,868
5364
$80.2K ﹤0.01%
1,189
+44
5365
$80K ﹤0.01%
1,000
5366
$79.8K ﹤0.01%
23,463
-3,334
5367
$79.6K ﹤0.01%
2,650
-1,911
5368
$79.2K ﹤0.01%
1,894
-101
5369
$79K ﹤0.01%
3,039
-1,979
5370
$79K ﹤0.01%
3,893
+3,151
5371
$78.9K ﹤0.01%
2,550
+414
5372
$78.2K ﹤0.01%
31,387
-728
5373
$77.8K ﹤0.01%
604
-59,022
5374
$77.3K ﹤0.01%
1,583
+92
5375
$77.2K ﹤0.01%
1,800