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
5926
$4.1K ﹤0.01%
5,616
5927
$4.07K ﹤0.01%
2,133
-10,006
5928
$4.06K ﹤0.01%
706
-54
5929
$4.05K ﹤0.01%
1,000
5930
$4.04K ﹤0.01%
5,274
+19
5931
$4.01K ﹤0.01%
121
5932
$4.01K ﹤0.01%
+104
5933
$4K ﹤0.01%
+12,092
5934
$3.98K ﹤0.01%
1,423
+104
5935
$3.97K ﹤0.01%
80
5936
$3.91K ﹤0.01%
57
-12,390
5937
$3.89K ﹤0.01%
300
+269
5938
$3.88K ﹤0.01%
2,269
+152
5939
$3.88K ﹤0.01%
1,072
+699
5940
$3.88K ﹤0.01%
+91
5941
$3.76K ﹤0.01%
406
-52,398
5942
$3.71K ﹤0.01%
147
-1,273
5943
$3.63K ﹤0.01%
1,159
-177
5944
$3.6K ﹤0.01%
1,062
-2,401
5945
$3.6K ﹤0.01%
1,016
+42
5946
$3.58K ﹤0.01%
382
5947
$3.56K ﹤0.01%
3,211
+7
5948
$3.55K ﹤0.01%
4,406
-13,597
5949
$3.53K ﹤0.01%
3,533
-2,590
5950
$3.52K ﹤0.01%
289
+193