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
3226
$705K ﹤0.01%
2,219
-26,782
3227
$705K ﹤0.01%
56,373
-17,920
3228
$705K ﹤0.01%
146,831
-1,245
3229
$704K ﹤0.01%
124,747
+121,938
3230
$704K ﹤0.01%
33,832
-19,484
3231
$700K ﹤0.01%
28,596
-34,578
3232
$699K ﹤0.01%
40,070
-11,773
3233
$699K ﹤0.01%
49,394
-5,229
3234
$698K ﹤0.01%
41,333
-6,324
3235
$693K ﹤0.01%
20,538
-17,032
3236
$692K ﹤0.01%
53,466
-53,189
3237
$691K ﹤0.01%
25,608
-11,727
3238
$691K ﹤0.01%
13,528
-9,140
3239
$691K ﹤0.01%
37,404
+10,077
3240
$690K ﹤0.01%
48,398
+520
3241
$690K ﹤0.01%
53,859
-18,134
3242
$689K ﹤0.01%
91,885
-9,548
3243
$687K ﹤0.01%
47,046
-534,756
3244
$687K ﹤0.01%
117,481
-37,857
3245
$686K ﹤0.01%
16,816
-11,316
3246
$685K ﹤0.01%
38,420
-6,694
3247
$685K ﹤0.01%
9,970
-952
3248
$685K ﹤0.01%
13,966
-1,383
3249
$681K ﹤0.01%
1,863
3250
$680K ﹤0.01%
6,850
-1,791