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
3201
$736K ﹤0.01%
71,078
+6,831
3202
$736K ﹤0.01%
566
+55
3203
$735K ﹤0.01%
28,119
-11,789
3204
$735K ﹤0.01%
66,502
+22,035
3205
$734K ﹤0.01%
39,112
-5,408
3206
$734K ﹤0.01%
17,561
-19,369
3207
$734K ﹤0.01%
6,797
-21,968
3208
$734K ﹤0.01%
19,891
+10,462
3209
$730K ﹤0.01%
10,504
-13,523
3210
$726K ﹤0.01%
13,486
-2,227
3211
$724K ﹤0.01%
48,347
+9,979
3212
$723K ﹤0.01%
42,255
+5,088
3213
$723K ﹤0.01%
58,071
-24,869
3214
$722K ﹤0.01%
27,038
+21,070
3215
$721K ﹤0.01%
32,995
+3,299
3216
$721K ﹤0.01%
13,844
+5,287
3217
$720K ﹤0.01%
58,131
-14,510
3218
$714K ﹤0.01%
24,348
-11,435
3219
$712K ﹤0.01%
22,502
-5,178
3220
$712K ﹤0.01%
28,035
+1,692
3221
$712K ﹤0.01%
24,430
-10,064
3222
$711K ﹤0.01%
14,725
-6,287
3223
$711K ﹤0.01%
10,778
-2,373
3224
$709K ﹤0.01%
15,521
-3,655
3225
$706K ﹤0.01%
+15,686