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
2676
$1.49M ﹤0.01%
350,176
-233,385
2677
$1.49M ﹤0.01%
108,404
+24,353
2678
$1.48M ﹤0.01%
111,402
-125,316
2679
$1.48M ﹤0.01%
23,484
-8,345
2680
$1.48M ﹤0.01%
16,531
-15,485
2681
$1.48M ﹤0.01%
65,812
-22,327
2682
$1.47M ﹤0.01%
112,941
-1,630
2683
$1.47M ﹤0.01%
81,521
-29,679
2684
$1.47M ﹤0.01%
108,695
+52,204
2685
$1.46M ﹤0.01%
81,488
2686
$1.46M ﹤0.01%
73,694
-16,429
2687
$1.46M ﹤0.01%
66,631
-17,209
2688
$1.46M ﹤0.01%
65,676
-19,077
2689
$1.46M ﹤0.01%
263,910
-22,352
2690
$1.46M ﹤0.01%
67,246
+54,447
2691
$1.46M ﹤0.01%
71,085
+1,250
2692
$1.46M ﹤0.01%
37,789
-34,968
2693
$1.46M ﹤0.01%
81,500
-1,500
2694
$1.46M ﹤0.01%
47,610
+5,255
2695
$1.46M ﹤0.01%
34,746
+2,783
2696
$1.45M ﹤0.01%
53,097
-1,892
2697
$1.45M ﹤0.01%
48,197
+1,782
2698
$1.45M ﹤0.01%
45,395
-13,267
2699
$1.45M ﹤0.01%
23,055
+2,066
2700
$1.45M ﹤0.01%
107,934
-65,378