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
3076
$874K ﹤0.01%
46,495
-15,386
3077
$874K ﹤0.01%
169,752
-35,701
3078
$873K ﹤0.01%
20,298
-17,929
3079
$872K ﹤0.01%
17,233
-2,168
3080
$872K ﹤0.01%
17,502
+179
3081
$871K ﹤0.01%
24,350
-17,926
3082
$870K ﹤0.01%
36,702
-266
3083
$870K ﹤0.01%
27,597
-8,230
3084
$868K ﹤0.01%
34,725
+6,579
3085
$868K ﹤0.01%
15,651
-280
3086
$867K ﹤0.01%
47,955
-24,762
3087
$867K ﹤0.01%
36,708
-30,032
3088
$865K ﹤0.01%
70,309
-1,573
3089
$864K ﹤0.01%
53,385
-8,779
3090
$863K ﹤0.01%
139,565
-74,940
3091
$863K ﹤0.01%
71,511
-41
3092
$860K ﹤0.01%
36,233
-7,061
3093
$859K ﹤0.01%
33,900
-22,540
3094
$858K ﹤0.01%
95,987
-5,727
3095
$855K ﹤0.01%
11,248
+7,125
3096
$853K ﹤0.01%
39,110
+4,438
3097
$853K ﹤0.01%
26,770
-14,899
3098
$852K ﹤0.01%
66,832
-41,586
3099
$852K ﹤0.01%
118,101
+36,097
3100
$850K ﹤0.01%
35,810
-13,823