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
2726
$1.4M ﹤0.01%
52,923
-1,139
2727
$1.4M ﹤0.01%
127,992
+9,049
2728
$1.4M ﹤0.01%
76,202
-19,178
2729
$1.4M ﹤0.01%
16,177
-1,131
2730
$1.4M ﹤0.01%
26,214
-6,108
2731
$1.4M ﹤0.01%
307,552
-223,472
2732
$1.4M ﹤0.01%
6,415
+6,388
2733
$1.4M ﹤0.01%
48,004
-922
2734
$1.4M ﹤0.01%
77,305
-85,906
2735
$1.4M ﹤0.01%
35,168
-4,006
2736
$1.39M ﹤0.01%
22,333
-747
2737
$1.39M ﹤0.01%
29,757
+1,272
2738
$1.39M ﹤0.01%
182,778
-65,286
2739
$1.39M ﹤0.01%
76,271
-37,112
2740
$1.39M ﹤0.01%
22,830
-13,606
2741
$1.39M ﹤0.01%
96,971
-14,348
2742
$1.38M ﹤0.01%
9,012
-1,812
2743
$1.38M ﹤0.01%
148,740
-21,291
2744
$1.38M ﹤0.01%
55,470
-10,429
2745
$1.38M ﹤0.01%
32,396
-8,843
2746
$1.37M ﹤0.01%
64,797
-33,792
2747
$1.37M ﹤0.01%
5,263
+2,250
2748
$1.37M ﹤0.01%
45,605
-36,303
2749
$1.37M ﹤0.01%
25,485
+24,610
2750
$1.36M ﹤0.01%
41,499
-920