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
2851
$1.17M ﹤0.01%
223,603
+26,560
2852
$1.17M ﹤0.01%
13,717
+713
2853
$1.17M ﹤0.01%
51,745
+3,461
2854
$1.16M ﹤0.01%
12,260
-3,451
2855
$1.16M ﹤0.01%
126,823
+3,230
2856
$1.16M ﹤0.01%
23,670
+5,902
2857
$1.16M ﹤0.01%
104,276
-5,000
2858
$1.16M ﹤0.01%
77,775
+5,757
2859
$1.16M ﹤0.01%
23,842
-160,976
2860
$1.15M ﹤0.01%
60,870
+868
2861
$1.15M ﹤0.01%
21,255
-6,110
2862
$1.15M ﹤0.01%
24,692
-21,770
2863
$1.15M ﹤0.01%
38,975
-11,586
2864
$1.15M ﹤0.01%
16,569
-14,983
2865
$1.15M ﹤0.01%
85,690
+85,151
2866
$1.15M ﹤0.01%
91,108
-66,881
2867
$1.15M ﹤0.01%
540,062
+54,337
2868
$1.14M ﹤0.01%
49,676
+4,397
2869
$1.14M ﹤0.01%
16,536
-3,957
2870
$1.14M ﹤0.01%
90,514
-810
2871
$1.14M ﹤0.01%
51,624
-33,400
2872
$1.14M ﹤0.01%
111,932
+25,628
2873
$1.14M ﹤0.01%
20,873
-14,654
2874
$1.14M ﹤0.01%
+55,399
2875
$1.14M ﹤0.01%
154,913
-39,785