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
3126
$822K ﹤0.01%
58,800
-9,300
3127
$821K ﹤0.01%
19,566
-13,150
3128
$820K ﹤0.01%
32,019
-15,122
3129
$819K ﹤0.01%
63,225
-19,651
3130
$819K ﹤0.01%
29,491
-57,024
3131
$818K ﹤0.01%
11,252
-23,727
3132
$817K ﹤0.01%
52,920
-51,956
3133
$816K ﹤0.01%
21,767
-2,387
3134
$815K ﹤0.01%
52,827
-19,050
3135
$814K ﹤0.01%
23,045
-15,550
3136
$814K ﹤0.01%
37,371
+2,207
3137
$812K ﹤0.01%
28,023
-305
3138
$811K ﹤0.01%
17,107
-899
3139
$810K ﹤0.01%
75,239
+65,333
3140
$803K ﹤0.01%
37,189
-36,984
3141
$803K ﹤0.01%
19,327
-18,874
3142
$799K ﹤0.01%
30,417
-32,520
3143
$795K ﹤0.01%
63,274
-8,068
3144
$795K ﹤0.01%
63,648
+2,422
3145
$794K ﹤0.01%
56,337
-2,697
3146
$791K ﹤0.01%
11,770
-23,066
3147
$790K ﹤0.01%
57,844
-42,574
3148
$790K ﹤0.01%
45,407
-63,625
3149
$789K ﹤0.01%
69,810
-30,336
3150
$787K ﹤0.01%
22,908
-20