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
5526
$42.7K ﹤0.01%
8,837
+6,203
5527
$42.5K ﹤0.01%
1,372
+43
5528
$42.5K ﹤0.01%
1,228
-1,010
5529
$42.3K ﹤0.01%
+1,067
5530
$42K ﹤0.01%
42,676
-10,469
5531
$41.7K ﹤0.01%
4,402
+691
5532
$41.7K ﹤0.01%
4,755
+460
5533
$41.4K ﹤0.01%
726
-402
5534
$41.4K ﹤0.01%
2,697
-161
5535
$41.3K ﹤0.01%
+1,251
5536
$41.3K ﹤0.01%
2,046
+26
5537
$40.8K ﹤0.01%
3,546
+727
5538
$40.8K ﹤0.01%
9,210
+202
5539
$40.4K ﹤0.01%
3,366
-15
5540
$40.3K ﹤0.01%
40,922
-1,365
5541
$40.3K ﹤0.01%
1,663
+36
5542
$40.1K ﹤0.01%
5,393
+531
5543
$39.8K ﹤0.01%
6,480
+1,350
5544
$39.6K ﹤0.01%
928
+277
5545
$39.4K ﹤0.01%
16,767
-8,021
5546
$39.4K ﹤0.01%
5,362
-112
5547
$39.2K ﹤0.01%
3,091
+324
5548
$39.2K ﹤0.01%
5,550
+1,620
5549
$38.5K ﹤0.01%
3,788
-3,625
5550
$38.4K ﹤0.01%
2,570
+4