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
$228B
AUM Growth
+$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,600
New
Increased
Reduced
Closed

Top Buys

1 +$548M
2 +$407M
3 +$357M
4
META icon
Meta Platforms (Facebook)
META
+$327M
5
LMT icon
Lockheed Martin
LMT
+$327M

Top Sells

1 +$724M
2 +$616M
3 +$424M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$402M
5
JNPR
Juniper Networks
JNPR
+$393M

Sector Composition

1 Industrials 9.31%
2 Technology 8.11%
3 Healthcare 8.05%
4 Energy 7.98%
5 Financials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$1.98M ﹤0.01%
73,297
+7,814
2477
$1.98M ﹤0.01%
133,031
-13,742
2478
$1.98M ﹤0.01%
153,081
-8,352
2479
$1.97M ﹤0.01%
65,534
-73,881
2480
$1.97M ﹤0.01%
83,630
+30,000
2481
$1.97M ﹤0.01%
82,839
-735
2482
$1.97M ﹤0.01%
155,934
+308
2483
$1.97M ﹤0.01%
40,188
-57,692
2484
$1.97M ﹤0.01%
96,177
+66,245
2485
$1.96M ﹤0.01%
32,408
-1,946
2486
$1.95M ﹤0.01%
56,800
+7,545
2487
$1.95M ﹤0.01%
141,417
-98,995
2488
$1.95M ﹤0.01%
217,789
-125,694
2489
$1.94M ﹤0.01%
83,343
-64,002
2490
$1.94M ﹤0.01%
92,087
-19
2491
$1.93M ﹤0.01%
66,544
-10,634
2492
$1.93M ﹤0.01%
94,540
-11,571
2493
$1.93M ﹤0.01%
62,167
-6,527
2494
$1.92M ﹤0.01%
89,076
-7,064
2495
$1.92M ﹤0.01%
39,816
-8,073
2496
$1.92M ﹤0.01%
54,785
-5,508
2497
$1.91M ﹤0.01%
31,404
+16,436
2498
$1.91M ﹤0.01%
76,879
-10,819
2499
$1.91M ﹤0.01%
55,918
+23
2500
$1.91M ﹤0.01%
19,685
-8,217