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
5401
$71.2K ﹤0.01%
12,065
-249
5402
$71K ﹤0.01%
6,613
-505
5403
$70.9K ﹤0.01%
17,383
-8,828
5404
$70.5K ﹤0.01%
60,290
-40,452
5405
$70.5K ﹤0.01%
40,050
+38,895
5406
$70.4K ﹤0.01%
+3,178
5407
$69.8K ﹤0.01%
13,950
5408
$69.2K ﹤0.01%
74,406
+500
5409
$69.1K ﹤0.01%
46,381
5410
$69K ﹤0.01%
3,572
-711
5411
$69K ﹤0.01%
5,118
+604
5412
$69K ﹤0.01%
800
+714
5413
$68.2K ﹤0.01%
4,320
-1,099
5414
$68.2K ﹤0.01%
13,373
+818
5415
$68.1K ﹤0.01%
36,811
-3,090
5416
$67.8K ﹤0.01%
7,154
+837
5417
$67.8K ﹤0.01%
1,089
5418
$67.8K ﹤0.01%
3,914
-1,444
5419
$67.5K ﹤0.01%
412
-1,063
5420
$66.2K ﹤0.01%
3,773
+476
5421
$65.9K ﹤0.01%
36,394
+33,510
5422
$65.4K ﹤0.01%
931
-62
5423
$64.5K ﹤0.01%
798
+83
5424
$64.2K ﹤0.01%
15,690
+319
5425
$63.7K ﹤0.01%
7,770
+2,733