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
2576
$1.68M ﹤0.01%
70,321
-21,279
2577
$1.68M ﹤0.01%
94,916
+56,993
2578
$1.68M ﹤0.01%
32,341
-45,494
2579
$1.68M ﹤0.01%
10,043
+1,715
2580
$1.68M ﹤0.01%
49,810
-26,798
2581
$1.68M ﹤0.01%
9,260
-2,147
2582
$1.68M ﹤0.01%
97,756
-45,466
2583
$1.67M ﹤0.01%
29,941
-7,398
2584
$1.67M ﹤0.01%
73,299
+55,644
2585
$1.67M ﹤0.01%
48,628
-32,699
2586
$1.67M ﹤0.01%
70,648
-55,232
2587
$1.66M ﹤0.01%
49,773
+7,750
2588
$1.66M ﹤0.01%
17,741
-3,435
2589
$1.66M ﹤0.01%
109,467
-2,164
2590
$1.66M ﹤0.01%
37,053
-2,664
2591
$1.66M ﹤0.01%
25,752
+19,916
2592
$1.66M ﹤0.01%
52,054
-2,036
2593
$1.65M ﹤0.01%
64,034
+22,334
2594
$1.65M ﹤0.01%
97,581
+7,106
2595
$1.65M ﹤0.01%
90,813
-25,673
2596
$1.65M ﹤0.01%
134,990
+120,052
2597
$1.65M ﹤0.01%
60,240
+15,821
2598
$1.65M ﹤0.01%
25,763
+18,078
2599
$1.65M ﹤0.01%
104,241
+10,879
2600
$1.65M ﹤0.01%
41,662
-14,883