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
2551
$1.75M ﹤0.01%
36,854
+1,426
2552
$1.75M ﹤0.01%
287,584
-563,276
2553
$1.75M ﹤0.01%
83,851
-39,151
2554
$1.75M ﹤0.01%
351,809
-1,690,409
2555
$1.74M ﹤0.01%
246,394
+19,081
2556
$1.74M ﹤0.01%
141,700
-6,192
2557
$1.74M ﹤0.01%
32,369
-15,858
2558
$1.74M ﹤0.01%
52,908
-22,378
2559
$1.74M ﹤0.01%
67,072
+13,664
2560
$1.74M ﹤0.01%
87,311
-12,547
2561
$1.73M ﹤0.01%
62,667
+7,143
2562
$1.72M ﹤0.01%
37,349
-614
2563
$1.72M ﹤0.01%
29,322
-11,186
2564
$1.72M ﹤0.01%
48,110
+31,951
2565
$1.72M ﹤0.01%
38,948
-56
2566
$1.71M ﹤0.01%
22,171
-3,504
2567
$1.71M ﹤0.01%
556,768
-326,629
2568
$1.71M ﹤0.01%
217,334
-46,387
2569
$1.71M ﹤0.01%
47,568
+40,175
2570
$1.7M ﹤0.01%
138,154
-200,390
2571
$1.7M ﹤0.01%
57,750
-75,435
2572
$1.69M ﹤0.01%
52,873
-20,867
2573
$1.69M ﹤0.01%
65,357
+4,159
2574
$1.69M ﹤0.01%
155,602
+26,418
2575
$1.69M ﹤0.01%
55,266
+16,742