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
2626
$1.6M ﹤0.01%
92,602
-14,654
2627
$1.59M ﹤0.01%
33,371
-8,955
2628
$1.59M ﹤0.01%
117,164
-17,236
2629
$1.59M ﹤0.01%
50,522
+6,732
2630
$1.58M ﹤0.01%
63,473
-34,873
2631
$1.58M ﹤0.01%
133,971
+51,437
2632
$1.58M ﹤0.01%
176,594
+9,228
2633
$1.58M ﹤0.01%
118,070
-206,763
2634
$1.57M ﹤0.01%
17,862
-571
2635
$1.57M ﹤0.01%
97,888
-3,530
2636
$1.57M ﹤0.01%
305,730
+1,486
2637
$1.57M ﹤0.01%
77,605
+602
2638
$1.57M ﹤0.01%
61,614
-20,687
2639
$1.56M ﹤0.01%
95,094
-96,844
2640
$1.55M ﹤0.01%
548
+413
2641
$1.55M ﹤0.01%
68,013
-35,058
2642
$1.55M ﹤0.01%
67,700
+3,396
2643
$1.54M ﹤0.01%
19,559
+3,512
2644
$1.54M ﹤0.01%
47,168
-3,606
2645
$1.54M ﹤0.01%
117,577
+14,976
2646
$1.54M ﹤0.01%
51,585
-22,687
2647
$1.54M ﹤0.01%
235,903
+8,401
2648
$1.54M ﹤0.01%
35,761
+22,832
2649
$1.54M ﹤0.01%
11,302
-19,646
2650
$1.54M ﹤0.01%
50,325
-45,943