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
2926
$1.07M ﹤0.01%
22,721
-6,507
2927
$1.07M ﹤0.01%
3,017
-989
2928
$1.06M ﹤0.01%
74,759
-3,539
2929
$1.06M ﹤0.01%
29,552
-55,457
2930
$1.06M ﹤0.01%
63,843
-46,169
2931
$1.06M ﹤0.01%
28,603
-108,154
2932
$1.06M ﹤0.01%
15,881
+4,812
2933
$1.06M ﹤0.01%
23,218
-5,185
2934
$1.05M ﹤0.01%
4,004
+769
2935
$1.05M ﹤0.01%
29,640
-14,329
2936
$1.05M ﹤0.01%
59,077
-14,625
2937
$1.05M ﹤0.01%
38,674
-40,439
2938
$1.05M ﹤0.01%
45,673
-85,654
2939
$1.05M ﹤0.01%
23,674
-3,614
2940
$1.05M ﹤0.01%
76,788
-3,974
2941
$1.04M ﹤0.01%
78,845
-17,910
2942
$1.04M ﹤0.01%
100,860
-2,988
2943
$1.04M ﹤0.01%
45,116
+1,033
2944
$1.04M ﹤0.01%
112,113
-42,592
2945
$1.04M ﹤0.01%
39,848
-4,674
2946
$1.04M ﹤0.01%
31,478
+3,110
2947
$1.04M ﹤0.01%
81,618
-18,587
2948
$1.04M ﹤0.01%
26,736
-23,320
2949
$1.04M ﹤0.01%
44,423
-33,420
2950
$1.03M ﹤0.01%
45,639
-20,785