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
6001
$2.1K ﹤0.01%
765
+631
6002
$2.09K ﹤0.01%
253
+176
6003
$2.08K ﹤0.01%
1,666
6004
$2.07K ﹤0.01%
2,507
+2,243
6005
$2.06K ﹤0.01%
121
+26
6006
$2.04K ﹤0.01%
133
+53
6007
$2.04K ﹤0.01%
2,240
+1,742
6008
$2.03K ﹤0.01%
284
-14,716
6009
$2.03K ﹤0.01%
304
+257
6010
$1.95K ﹤0.01%
+54
6011
$1.94K ﹤0.01%
347
+10
6012
$1.93K ﹤0.01%
200
+100
6013
$1.92K ﹤0.01%
159
-157
6014
$1.91K ﹤0.01%
38,117
-3,699
6015
$1.87K ﹤0.01%
144
+91
6016
$1.86K ﹤0.01%
780
6017
$1.85K ﹤0.01%
703
6018
$1.8K ﹤0.01%
+72
6019
$1.79K ﹤0.01%
492
-1
6020
$1.75K ﹤0.01%
201
+116
6021
$1.75K ﹤0.01%
1,136
+971
6022
$1.7K ﹤0.01%
670
+238
6023
$1.7K ﹤0.01%
1,429
-4,495
6024
$1.69K ﹤0.01%
236
+88
6025
$1.68K ﹤0.01%
1,341
+1,083