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
3001
$964K ﹤0.01%
36,642
+18,520
3002
$964K ﹤0.01%
41,743
+4,657
3003
$961K ﹤0.01%
275,866
+234,367
3004
$960K ﹤0.01%
5,845
+961
3005
$958K ﹤0.01%
23,371
-26,277
3006
$956K ﹤0.01%
29,230
-3,451
3007
$956K ﹤0.01%
37,152
+12,141
3008
$956K ﹤0.01%
15,264
-1,759
3009
$956K ﹤0.01%
82,604
-128,930
3010
$955K ﹤0.01%
14,560
-1,302
3011
$955K ﹤0.01%
41,934
+246
3012
$954K ﹤0.01%
56,511
-5,771
3013
$953K ﹤0.01%
38,581
+13,171
3014
$951K ﹤0.01%
73,470
-51,530
3015
$950K ﹤0.01%
23,715
-9,142
3016
$947K ﹤0.01%
64,694
+15,486
3017
$946K ﹤0.01%
28,029
-12,520
3018
$946K ﹤0.01%
45,313
+33,083
3019
$946K ﹤0.01%
46,273
-851
3020
$945K ﹤0.01%
3,678
+133
3021
$942K ﹤0.01%
23,860
-5,012
3022
$941K ﹤0.01%
26,357
-16,839
3023
$937K ﹤0.01%
46,226
-5,693
3024
$937K ﹤0.01%
72,183
-9,930
3025
$936K ﹤0.01%
47,298
-5,222