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
5726
$14.5K ﹤0.01%
9,361
+9,353
5727
$14.5K ﹤0.01%
1,157
-5,220
5728
$14.5K ﹤0.01%
120
-130
5729
$14.5K ﹤0.01%
3,109
+74
5730
$14.4K ﹤0.01%
+760
5731
$14.4K ﹤0.01%
3,935
5732
$14.3K ﹤0.01%
2,122
-302
5733
$14.2K ﹤0.01%
605
5734
$14.2K ﹤0.01%
2,060
5735
$14K ﹤0.01%
9,617
-2
5736
$14K ﹤0.01%
2,825
-4,475
5737
$13.9K ﹤0.01%
4,096
-6,900
5738
$13.8K ﹤0.01%
+452
5739
$13.8K ﹤0.01%
2,712
+2,547
5740
$13.5K ﹤0.01%
14,526
+1,431
5741
$13.5K ﹤0.01%
1,325
-5,011
5742
$13.3K ﹤0.01%
4,852
-1
5743
$13.3K ﹤0.01%
277
5744
$13.1K ﹤0.01%
530
+25
5745
$13.1K ﹤0.01%
1,046
+540
5746
$13K ﹤0.01%
3,266
-601
5747
$12.9K ﹤0.01%
522
5748
$12.9K ﹤0.01%
3,539
-2,429
5749
$12.9K ﹤0.01%
339
+30
5750
$12.9K ﹤0.01%
2,283
+982