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
2501
$1.9M ﹤0.01%
27,027
+6,576
2502
$1.9M ﹤0.01%
78,208
+1,369
2503
$1.9M ﹤0.01%
68,799
-100,032
2504
$1.9M ﹤0.01%
81,431
+22,605
2505
$1.9M ﹤0.01%
63,929
-6,809
2506
$1.89M ﹤0.01%
44,642
-2,648
2507
$1.89M ﹤0.01%
159,038
+28,935
2508
$1.89M ﹤0.01%
27,268
-1,458
2509
$1.89M ﹤0.01%
58,251
+2,524
2510
$1.89M ﹤0.01%
158,103
-56,628
2511
$1.89M ﹤0.01%
44,042
+18,090
2512
$1.88M ﹤0.01%
292,907
+257,200
2513
$1.88M ﹤0.01%
79,860
-1,812
2514
$1.88M ﹤0.01%
58,216
-9,311
2515
$1.88M ﹤0.01%
184,511
+20,907
2516
$1.88M ﹤0.01%
34,797
-5,443
2517
$1.87M ﹤0.01%
65,190
+10,510
2518
$1.87M ﹤0.01%
62,701
-34,220
2519
$1.87M ﹤0.01%
56,052
-77,869
2520
$1.86M ﹤0.01%
159,793
-11,055
2521
$1.85M ﹤0.01%
71,108
-202
2522
$1.85M ﹤0.01%
35,231
+79
2523
$1.85M ﹤0.01%
93,513
-23,646
2524
$1.85M ﹤0.01%
150,171
-21,810
2525
$1.84M ﹤0.01%
28,244
-13,080