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
2376
$13.5M ﹤0.01%
1,331,518
+228,475
2377
$13.5M ﹤0.01%
67,249
+22,294
2378
$13.4M ﹤0.01%
184,320
+3,316
2379
$13.4M ﹤0.01%
201,165
+5,503
2380
$13.3M ﹤0.01%
665,754
+37,265
2381
$13.3M ﹤0.01%
895,140
+128,579
2382
$13.3M ﹤0.01%
263,347
+94,947
2383
$13.3M ﹤0.01%
4,469,058
+21,541
2384
$13.3M ﹤0.01%
306,172
+114,905
2385
$13.3M ﹤0.01%
2,104,724
-1,043,107
2386
$13.3M ﹤0.01%
156,611
+5,956
2387
$13.2M ﹤0.01%
539,987
+177,850
2388
$13.2M ﹤0.01%
644,835
-26,211
2389
$13.2M ﹤0.01%
205,634
-16,205
2390
$13.2M ﹤0.01%
813,258
-106,942
2391
$13.2M ﹤0.01%
139,412
+591
2392
$13.2M ﹤0.01%
150,515
-50,026
2393
$13.2M ﹤0.01%
345,458
+52,872
2394
$13.1M ﹤0.01%
500,494
+199,239
2395
$13.1M ﹤0.01%
338,063
+165,389
2396
$13.1M ﹤0.01%
450,730
+316,179
2397
$13.1M ﹤0.01%
146,446
+9,258
2398
$13M ﹤0.01%
654,948
+195,183
2399
$13M ﹤0.01%
549,675
+349,272
2400
$13M ﹤0.01%
532,015
+511,250