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
3251
$678K ﹤0.01%
11,441
-6,523
3252
$678K ﹤0.01%
17,992
-82,599
3253
$673K ﹤0.01%
27,469
+11,598
3254
$672K ﹤0.01%
101,809
-24,574
3255
$672K ﹤0.01%
34,468
-78,240
3256
$672K ﹤0.01%
32,253
-1,710
3257
$672K ﹤0.01%
9,936
-1,882
3258
$670K ﹤0.01%
5,931
-1,379
3259
$669K ﹤0.01%
43,844
-22,144
3260
$665K ﹤0.01%
26,945
-17,445
3261
$665K ﹤0.01%
177,294
-741,798
3262
$663K ﹤0.01%
42,086
+20,980
3263
$662K ﹤0.01%
183,487
+31,664
3264
$660K ﹤0.01%
45,561
-11,271
3265
$660K ﹤0.01%
59,699
+29,396
3266
$660K ﹤0.01%
36,463
-21,454
3267
$660K ﹤0.01%
47,340
+3,717
3268
$659K ﹤0.01%
61,488
-88,549
3269
$658K ﹤0.01%
1,903
-1,802
3270
$657K ﹤0.01%
27,131
-3,518
3271
$657K ﹤0.01%
20,679
-19,179
3272
$656K ﹤0.01%
26,403
+51
3273
$655K ﹤0.01%
35,099
-17,842
3274
$654K ﹤0.01%
29,237
+26,095
3275
$653K ﹤0.01%
8,943
+8,601