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
2651
$1.53M ﹤0.01%
2,387
+891
2652
$1.53M ﹤0.01%
59,243
+2,902
2653
$1.53M ﹤0.01%
103,243
-49,111
2654
$1.53M ﹤0.01%
125,463
-6,687
2655
$1.53M ﹤0.01%
65,068
-8,712
2656
$1.52M ﹤0.01%
117,713
-45,835
2657
$1.52M ﹤0.01%
73,806
+48,063
2658
$1.52M ﹤0.01%
67,290
+12,498
2659
$1.52M ﹤0.01%
112,794
+18,720
2660
$1.52M ﹤0.01%
51,860
-14,338
2661
$1.52M ﹤0.01%
35,028
-26,529
2662
$1.51M ﹤0.01%
77,903
+12,591
2663
$1.51M ﹤0.01%
12,968
-11,012
2664
$1.51M ﹤0.01%
123,402
-56,315
2665
$1.51M ﹤0.01%
14,895
-24,212
2666
$1.51M ﹤0.01%
18,025
-9,564
2667
$1.51M ﹤0.01%
39,549
-1,441
2668
$1.51M ﹤0.01%
71,978
+37,321
2669
$1.5M ﹤0.01%
39,028
+10,963
2670
$1.5M ﹤0.01%
9,124
-2,793
2671
$1.5M ﹤0.01%
18,220
-177
2672
$1.5M ﹤0.01%
70,318
+44,089
2673
$1.5M ﹤0.01%
50,536
-51,981
2674
$1.49M ﹤0.01%
40,819
-23,175
2675
$1.49M ﹤0.01%
47,802
+19,321