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
5776
$11.3K ﹤0.01%
1,161
+14
5777
$11.2K ﹤0.01%
4,578
-11,082
5778
$11.2K ﹤0.01%
191
+149
5779
$11.1K ﹤0.01%
4,738
-444
5780
$11K ﹤0.01%
+342
5781
$10.9K ﹤0.01%
+525
5782
$10.9K ﹤0.01%
9,835
-8,567
5783
$10.8K ﹤0.01%
5,609
+5,455
5784
$10.7K ﹤0.01%
8,747
+74
5785
$10.6K ﹤0.01%
650
-109
5786
$10.6K ﹤0.01%
2,309
-103
5787
$10.6K ﹤0.01%
1,856
+841
5788
$10.5K ﹤0.01%
+394
5789
$10.5K ﹤0.01%
10,700
+9,200
5790
$10.5K ﹤0.01%
135
-3
5791
$10.4K ﹤0.01%
7,572
+3
5792
$10.4K ﹤0.01%
+265
5793
$10.3K ﹤0.01%
355
5794
$10.3K ﹤0.01%
4,809
+2
5795
$10.2K ﹤0.01%
8,739
-154
5796
$10.1K ﹤0.01%
+5,700
5797
$10.1K ﹤0.01%
+300
5798
$10.1K ﹤0.01%
8,757
+2,262
5799
$10K ﹤0.01%
+1,000
5800
$9.9K ﹤0.01%
8,323
+71