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
2701
$1.44M ﹤0.01%
15,764
+965
2702
$1.44M ﹤0.01%
69,837
+3,353
2703
$1.44M ﹤0.01%
36,799
+2,212
2704
$1.44M ﹤0.01%
101,806
-2,536
2705
$1.44M ﹤0.01%
46,032
+9,629
2706
$1.44M ﹤0.01%
70,518
+1,110
2707
$1.44M ﹤0.01%
67,737
-1,286
2708
$1.43M ﹤0.01%
67,873
+1,390
2709
$1.43M ﹤0.01%
15,255
+11,108
2710
$1.43M ﹤0.01%
83,189
+65,493
2711
$1.43M ﹤0.01%
20,042
-5,654
2712
$1.43M ﹤0.01%
54,799
-10,829
2713
$1.42M ﹤0.01%
73,680
+13,838
2714
$1.42M ﹤0.01%
111,641
+15,011
2715
$1.42M ﹤0.01%
32,460
+3,963
2716
$1.42M ﹤0.01%
27,429
-7,025
2717
$1.42M ﹤0.01%
47,015
-3,983
2718
$1.42M ﹤0.01%
21,218
-17,323
2719
$1.41M ﹤0.01%
71,586
+15,032
2720
$1.41M ﹤0.01%
94,560
-627
2721
$1.41M ﹤0.01%
82,040
+334
2722
$1.4M ﹤0.01%
339,129
-378,780
2723
$1.4M ﹤0.01%
32,604
-51,707
2724
$1.4M ﹤0.01%
81,897
-26,896
2725
$1.4M ﹤0.01%
87,516
+1,355