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
3176
$765K ﹤0.01%
16,885
+6,835
3177
$763K ﹤0.01%
11,145
-1,420
3178
$762K ﹤0.01%
57,842
-1,552
3179
$761K ﹤0.01%
10,904
-966
3180
$761K ﹤0.01%
43,444
+4,111
3181
$761K ﹤0.01%
26,612
-7,759
3182
$760K ﹤0.01%
11,938
-7,147
3183
$760K ﹤0.01%
38,425
-9,990
3184
$759K ﹤0.01%
25,117
-4,496
3185
$758K ﹤0.01%
9,609
-2,670
3186
$758K ﹤0.01%
17,038
-2,808
3187
$757K ﹤0.01%
82,358
-1,281
3188
$755K ﹤0.01%
29,798
+580
3189
$754K ﹤0.01%
30,037
-29,047
3190
$748K ﹤0.01%
6,422
-407
3191
$746K ﹤0.01%
37,183
+19,053
3192
$744K ﹤0.01%
78,222
-69,744
3193
$743K ﹤0.01%
36,704
+4,994
3194
$742K ﹤0.01%
52,101
-9,627
3195
$742K ﹤0.01%
+16,600
3196
$742K ﹤0.01%
54,940
+14,096
3197
$741K ﹤0.01%
19,061
-1,891
3198
$740K ﹤0.01%
28,389
-9,413
3199
$739K ﹤0.01%
1,596
+1,519
3200
$738K ﹤0.01%
23,177
+8,471