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
3151
$787K ﹤0.01%
37,620
+2,450
3152
$786K ﹤0.01%
28,700
-7,995
3153
$785K ﹤0.01%
31,733
+8
3154
$785K ﹤0.01%
11,565
-477
3155
$784K ﹤0.01%
23,096
-4,029
3156
$783K ﹤0.01%
18,391
+6,797
3157
$783K ﹤0.01%
72,193
-13,267
3158
$780K ﹤0.01%
38,900
+33,773
3159
$775K ﹤0.01%
57,231
-11,943
3160
$775K ﹤0.01%
25,591
+10,088
3161
$773K ﹤0.01%
20,060
+1,466
3162
$773K ﹤0.01%
47,584
+38,534
3163
$772K ﹤0.01%
21,938
+11,195
3164
$772K ﹤0.01%
28,479
+14,351
3165
$771K ﹤0.01%
41,668
-14,885
3166
$770K ﹤0.01%
45,700
-64,805
3167
$770K ﹤0.01%
60,828
+14,598
3168
$769K ﹤0.01%
70,844
-16,485
3169
$769K ﹤0.01%
74,383
-524
3170
$769K ﹤0.01%
30,391
+1,116
3171
$767K ﹤0.01%
53,331
-5,883
3172
$767K ﹤0.01%
108,074
+96,716
3173
$767K ﹤0.01%
24,703
-9,869
3174
$766K ﹤0.01%
32,988
-9,313
3175
$765K ﹤0.01%
837
+493