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
5476
$51.5K ﹤0.01%
+1,152
5477
$51.4K ﹤0.01%
1,795
5478
$51.3K ﹤0.01%
1,836
-10,130
5479
$51.1K ﹤0.01%
4,269
-551
5480
$51.1K ﹤0.01%
7,336
-5,916
5481
$51.1K ﹤0.01%
5,231
+642
5482
$50.7K ﹤0.01%
975
5483
$50.5K ﹤0.01%
1,400
-600
5484
$49.9K ﹤0.01%
1,857
+1,657
5485
$49.9K ﹤0.01%
50,836
+4,503
5486
$49.8K ﹤0.01%
2,040
-1,185
5487
$49.6K ﹤0.01%
19,077
+8,837
5488
$49.6K ﹤0.01%
1,173
5489
$49.3K ﹤0.01%
1,712
+64
5490
$49.2K ﹤0.01%
26,874
-3
5491
$49K ﹤0.01%
6,080
+1,015
5492
$48.8K ﹤0.01%
9,300
-2,893
5493
$48.7K ﹤0.01%
18,933
+14,754
5494
$48.5K ﹤0.01%
1,161
-142
5495
$48.4K ﹤0.01%
3,425
-2,791
5496
$48.4K ﹤0.01%
19,665
-478
5497
$47.9K ﹤0.01%
26,900
-1,300
5498
$47.8K ﹤0.01%
49,388
+5
5499
$47.6K ﹤0.01%
34,998
+5,254
5500
$47.5K ﹤0.01%
6,303