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
5851
$6.77K ﹤0.01%
3,981
+3,364
5852
$6.76K ﹤0.01%
+208
5853
$6.72K ﹤0.01%
+200
5854
$6.6K ﹤0.01%
2,618
-3
5855
$6.57K ﹤0.01%
459
+323
5856
$6.47K ﹤0.01%
112
-109,206
5857
$6.38K ﹤0.01%
306
+296
5858
$6.38K ﹤0.01%
3,584
+84
5859
$6.37K ﹤0.01%
380
-512
5860
$6.32K ﹤0.01%
17,171
+6,167
5861
$6.31K ﹤0.01%
407
-1,771
5862
$6.24K ﹤0.01%
592
+509
5863
$6.22K ﹤0.01%
1,236
+34
5864
$6.2K ﹤0.01%
600
5865
$6.11K ﹤0.01%
5,661
-1
5866
$6.1K ﹤0.01%
662
-4,447
5867
$6.08K ﹤0.01%
756
+82
5868
$6.06K ﹤0.01%
120
+77
5869
$6.05K ﹤0.01%
156
+19
5870
$6K ﹤0.01%
368
+334
5871
$5.94K ﹤0.01%
1,190
-396
5872
$5.82K ﹤0.01%
2,057
+1,000
5873
$5.78K ﹤0.01%
369
+2
5874
$5.77K ﹤0.01%
1,560
-379
5875
$5.7K ﹤0.01%
1,637
-100