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
5551
$38.4K ﹤0.01%
11,052
-6,860
5552
$38.3K ﹤0.01%
3,844
-7,180
5553
$38.3K ﹤0.01%
23,188
+4,358
5554
$38.3K ﹤0.01%
1,562
+1,197
5555
$38.1K ﹤0.01%
38,578
+729
5556
$37.9K ﹤0.01%
4,505
+1
5557
$37.9K ﹤0.01%
+959
5558
$37.7K ﹤0.01%
12,814
+3,012
5559
$37.3K ﹤0.01%
7,878
+673
5560
$37.3K ﹤0.01%
1,067
+314
5561
$37.2K ﹤0.01%
2,087
+1
5562
$36.9K ﹤0.01%
7,868
-7,784
5563
$36.6K ﹤0.01%
2,074
-111
5564
$36.5K ﹤0.01%
2,523
-4
5565
$36.4K ﹤0.01%
5,362
-43,159
5566
$35.9K ﹤0.01%
1,111
-708
5567
$35.4K ﹤0.01%
2,256
+1,375
5568
$35.3K ﹤0.01%
647
-662
5569
$35.3K ﹤0.01%
1,795
-8,392
5570
$35.2K ﹤0.01%
6,713
+1,730
5571
$34.7K ﹤0.01%
38,261
-44,400
5572
$34.6K ﹤0.01%
1,480
+156
5573
$34.5K ﹤0.01%
11,573
-3,704
5574
$34.5K ﹤0.01%
+290
5575
$34.3K ﹤0.01%
39,410
+39,298