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
2901
$1.09M ﹤0.01%
40,722
+40,172
2902
$1.09M ﹤0.01%
22,354
-4,552
2903
$1.09M ﹤0.01%
57,890
+2,066
2904
$1.09M ﹤0.01%
191,187
+20,476
2905
$1.09M ﹤0.01%
25,630
-10,353
2906
$1.09M ﹤0.01%
7,187
-41,497
2907
$1.09M ﹤0.01%
43,712
+3,095
2908
$1.09M ﹤0.01%
1,660
-265
2909
$1.09M ﹤0.01%
25,123
+21,838
2910
$1.09M ﹤0.01%
+45,172
2911
$1.09M ﹤0.01%
88,183
+15,453
2912
$1.08M ﹤0.01%
86,266
-44,013
2913
$1.08M ﹤0.01%
37,120
-26,066
2914
$1.08M ﹤0.01%
59,233
+52,283
2915
$1.08M ﹤0.01%
85,247
+25,692
2916
$1.08M ﹤0.01%
92,336
-3,255
2917
$1.08M ﹤0.01%
98,955
-5,443
2918
$1.08M ﹤0.01%
26,271
-4,931
2919
$1.07M ﹤0.01%
43,087
-114,574
2920
$1.07M ﹤0.01%
34,138
-8,803
2921
$1.07M ﹤0.01%
42,454
+29,366
2922
$1.07M ﹤0.01%
45,567
-6,845
2923
$1.07M ﹤0.01%
27,810
+12,131
2924
$1.07M ﹤0.01%
198,044
-75,284
2925
$1.07M ﹤0.01%
27,072
+23,912