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
5576
$34K ﹤0.01%
8,655
+345
5577
$33.8K ﹤0.01%
+336
5578
$33.6K ﹤0.01%
3,214
+149
5579
$33K ﹤0.01%
5,787
+154
5580
$32.9K ﹤0.01%
7,242
+3,709
5581
$32.9K ﹤0.01%
2,613
-39,134
5582
$32.8K ﹤0.01%
6,100
+5,600
5583
$32.8K ﹤0.01%
2,258
-2,442
5584
$32.7K ﹤0.01%
16,093
+26
5585
$32.5K ﹤0.01%
50,000
5586
$32.5K ﹤0.01%
19,673
-2,743
5587
$32.2K ﹤0.01%
1,760
-52
5588
$32.1K ﹤0.01%
660
+57
5589
$32.1K ﹤0.01%
3,345
-8,288
5590
$31.5K ﹤0.01%
746
5591
$31.4K ﹤0.01%
600
-2,850
5592
$31.1K ﹤0.01%
25,519
-44
5593
$30.8K ﹤0.01%
1,434
+1,053
5594
$30.7K ﹤0.01%
3,250
-300
5595
$30.7K ﹤0.01%
1,299
+212
5596
$30.6K ﹤0.01%
5,737
-5,090
5597
$30.1K ﹤0.01%
8,064
+2,146
5598
$29.8K ﹤0.01%
24,830
-12,883
5599
$29.8K ﹤0.01%
1,540
+446
5600
$29.7K ﹤0.01%
11,602
-7,872