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
2176
$17.4M ﹤0.01%
747,777
-111,220
2177
$17.4M ﹤0.01%
1,349,551
-72,543
2178
$17.4M ﹤0.01%
1,060,366
+307,111
2179
$17.3M ﹤0.01%
211,509
+29,392
2180
$17.2M ﹤0.01%
1,436,760
+17,204
2181
$17.2M ﹤0.01%
1,155,788
+30,858
2182
$17.1M ﹤0.01%
632,018
+2,243
2183
$17.1M ﹤0.01%
540,070
-53,157
2184
$17.1M ﹤0.01%
489,460
+289,510
2185
$17M ﹤0.01%
1,273,114
+185,072
2186
$17M ﹤0.01%
175,733
+12,446
2187
$17M ﹤0.01%
1,110,290
-19,897
2188
$17M ﹤0.01%
253,438
-16,344
2189
$17M ﹤0.01%
292,557
-2,276
2190
$17M ﹤0.01%
106,548
+9,134
2191
$17M ﹤0.01%
1,971,449
+1,190,787
2192
$17M ﹤0.01%
1,348,926
-137,816
2193
$17M ﹤0.01%
354,082
-79,026
2194
$16.9M ﹤0.01%
892,503
-35,662
2195
$16.9M ﹤0.01%
538,522
+5,178
2196
$16.9M ﹤0.01%
542,680
+21,359
2197
$16.9M ﹤0.01%
464,396
+136,737
2198
$16.8M ﹤0.01%
599,510
-90,880
2199
$16.8M ﹤0.01%
112,572
-134,389
2200
$16.8M ﹤0.01%
670,890
+27,218