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
3101
$850K ﹤0.01%
32,017
-31,269
3102
$849K ﹤0.01%
18,543
-4,045
3103
$848K ﹤0.01%
42,381
+15,243
3104
$847K ﹤0.01%
67,729
-1,973
3105
$844K ﹤0.01%
41,988
+14,957
3106
$844K ﹤0.01%
14,122
-3,302
3107
$843K ﹤0.01%
59,753
-21,904
3108
$842K ﹤0.01%
34,177
+16,711
3109
$842K ﹤0.01%
28,890
-11,406
3110
$841K ﹤0.01%
34,291
-16,669
3111
$840K ﹤0.01%
40,453
+29,623
3112
$834K ﹤0.01%
13,367
-5,244
3113
$834K ﹤0.01%
63,102
-22,339
3114
$833K ﹤0.01%
5,232
-33,558
3115
$831K ﹤0.01%
42,871
-8,571
3116
$831K ﹤0.01%
68,118
-36,596
3117
$828K ﹤0.01%
69,704
3118
$828K ﹤0.01%
64,056
-366,875
3119
$827K ﹤0.01%
95,269
-104,794
3120
$826K ﹤0.01%
30,914
-151,078
3121
$825K ﹤0.01%
11,834
+1,735
3122
$824K ﹤0.01%
30,010
+2,411
3123
$824K ﹤0.01%
34,820
+4,083
3124
$823K ﹤0.01%
55,260
-31,757
3125
$823K ﹤0.01%
11,233
-8,776