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
5451
$58.2K ﹤0.01%
4,920
-4,150
5452
$58K ﹤0.01%
12,363
-2,107
5453
$57.2K ﹤0.01%
+1,370
5454
$56.7K ﹤0.01%
3,886
-2,483
5455
$56.7K ﹤0.01%
20,834
+174
5456
$56.3K ﹤0.01%
12,057
+8,359
5457
$56.1K ﹤0.01%
1,980
5458
$55.6K ﹤0.01%
6,680
-964
5459
$55.5K ﹤0.01%
2,020
5460
$55.4K ﹤0.01%
6,262
+1,445
5461
$55.1K ﹤0.01%
835
-1,130
5462
$54.9K ﹤0.01%
11,171
+1
5463
$54.7K ﹤0.01%
15,409
+14,781
5464
$54.5K ﹤0.01%
5,824
+149
5465
$54.3K ﹤0.01%
16,651
+3,551
5466
$54K ﹤0.01%
31,577
+1,979
5467
$53.2K ﹤0.01%
5,601
5468
$52.9K ﹤0.01%
11,178
+1,249
5469
$52.6K ﹤0.01%
3,840
+3,838
5470
$52.5K ﹤0.01%
472
-88
5471
$52.5K ﹤0.01%
1,062
5472
$52.4K ﹤0.01%
19,042
+686
5473
$51.7K ﹤0.01%
34,443
-8
5474
$51.6K ﹤0.01%
24,944
-9,334
5475
$51.6K ﹤0.01%
67,951
-1