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
2751
$1.36M ﹤0.01%
49,362
-48,292
2752
$1.35M ﹤0.01%
1,138,564
+219,003
2753
$1.35M ﹤0.01%
31,826
+2,781
2754
$1.35M ﹤0.01%
18,604
-95,888
2755
$1.35M ﹤0.01%
55,369
+22,050
2756
$1.34M ﹤0.01%
5,074
+553
2757
$1.34M ﹤0.01%
36,919
-47,188
2758
$1.34M ﹤0.01%
47,923
-23,672
2759
$1.33M ﹤0.01%
115,590
+20,580
2760
$1.33M ﹤0.01%
68,351
+10,915
2761
$1.33M ﹤0.01%
36,186
+15,684
2762
$1.33M ﹤0.01%
46,416
-7,094
2763
$1.33M ﹤0.01%
21,986
+1,621
2764
$1.32M ﹤0.01%
37,035
-6,645
2765
$1.32M ﹤0.01%
53,987
-1,982
2766
$1.32M ﹤0.01%
61,732
+14
2767
$1.32M ﹤0.01%
93,245
+27,804
2768
$1.32M ﹤0.01%
42,230
-7,173
2769
$1.32M ﹤0.01%
52,182
-180,470
2770
$1.32M ﹤0.01%
106,056
+94,056
2771
$1.32M ﹤0.01%
24,361
-1,350
2772
$1.32M ﹤0.01%
59,320
-43,254
2773
$1.31M ﹤0.01%
35,881
-4,532
2774
$1.31M ﹤0.01%
101,236
-36,897
2775
$1.31M ﹤0.01%
20,461
-8,105