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
5751
$12.9K ﹤0.01%
1,030
+57
5752
$12.8K ﹤0.01%
+776
5753
$12.8K ﹤0.01%
5,006
-39
5754
$12.7K ﹤0.01%
2,608
+79
5755
$12.7K ﹤0.01%
985
-744
5756
$12.6K ﹤0.01%
2,138
+2,130
5757
$12.4K ﹤0.01%
1,437
+424
5758
$12.3K ﹤0.01%
621
-3,014
5759
$12.3K ﹤0.01%
1,250
5760
$12.3K ﹤0.01%
168
5761
$12.2K ﹤0.01%
1,125
5762
$12.1K ﹤0.01%
1,341
+9
5763
$12K ﹤0.01%
5,750
+4,700
5764
$12K ﹤0.01%
1,900
-7,072
5765
$11.8K ﹤0.01%
10,624
+221
5766
$11.7K ﹤0.01%
27,000
+25,500
5767
$11.5K ﹤0.01%
+327
5768
$11.5K ﹤0.01%
+904
5769
$11.4K ﹤0.01%
143
-2,192
5770
$11.4K ﹤0.01%
6,362
+15
5771
$11.4K ﹤0.01%
2,438
+221
5772
$11.4K ﹤0.01%
300
5773
$11.4K ﹤0.01%
1,139
-5,296
5774
$11.3K ﹤0.01%
6,159
-4,702
5775
$11.3K ﹤0.01%
195