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
2876
$1.14M ﹤0.01%
36,746
-39,138
2877
$1.13M ﹤0.01%
64,662
+2,566
2878
$1.13M ﹤0.01%
114,593
-5,348
2879
$1.13M ﹤0.01%
42,398
+35,490
2880
$1.13M ﹤0.01%
240,905
+205,707
2881
0
2882
$1.13M ﹤0.01%
32,202
-35,933
2883
$1.13M ﹤0.01%
27,331
+1,931
2884
$1.13M ﹤0.01%
63,360
-8,833
2885
$1.13M ﹤0.01%
94,388
-8,199
2886
$1.12M ﹤0.01%
37,726
-8,650
2887
$1.12M ﹤0.01%
19,551
-3,053
2888
$1.12M ﹤0.01%
22,725
+7,565
2889
$1.12M ﹤0.01%
16,435
-19,249
2890
$1.12M ﹤0.01%
173,000
2891
$1.11M ﹤0.01%
+8,650
2892
$1.11M ﹤0.01%
109,304
-333,073
2893
$1.11M ﹤0.01%
141,561
+2,944
2894
$1.11M ﹤0.01%
21,728
-562
2895
$1.11M ﹤0.01%
33,400
+4,114
2896
$1.1M ﹤0.01%
104,212
-10,210
2897
$1.1M ﹤0.01%
52,790
-13,410
2898
$1.1M ﹤0.01%
59,727
-37,592
2899
$1.1M ﹤0.01%
+36,825
2900
$1.1M ﹤0.01%
82,596
-27,313