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
2526
$1.84M ﹤0.01%
35,374
-87,179
2527
$1.84M ﹤0.01%
130,804
+77,151
2528
$1.84M ﹤0.01%
54,787
-4,884
2529
$1.84M ﹤0.01%
58,679
2530
$1.83M ﹤0.01%
60,392
+3,275
2531
$1.83M ﹤0.01%
5,921
+2,429
2532
$1.83M ﹤0.01%
133,660
+15,963
2533
$1.83M ﹤0.01%
96,752
-11,373
2534
$1.83M ﹤0.01%
98,714
+23,519
2535
$1.82M ﹤0.01%
61,222
-34,494
2536
$1.82M ﹤0.01%
92,134
-362,897
2537
$1.82M ﹤0.01%
137,787
+24,455
2538
$1.81M ﹤0.01%
36,266
-22,534
2539
$1.8M ﹤0.01%
66,482
-25,575
2540
$1.79M ﹤0.01%
101,575
-17,059
2541
$1.79M ﹤0.01%
18,835
+4,064
2542
$1.78M ﹤0.01%
43,287
-5,537
2543
$1.78M ﹤0.01%
90,132
+88,031
2544
$1.78M ﹤0.01%
267,825
+261,718
2545
$1.78M ﹤0.01%
10,257
+3,507
2546
$1.77M ﹤0.01%
27,401
+15,561
2547
$1.77M ﹤0.01%
36,788
+82
2548
$1.77M ﹤0.01%
57,034
-20,561
2549
$1.76M ﹤0.01%
57,853
-4,505
2550
$1.75M ﹤0.01%
389,544
+87,798