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
3276
$653K ﹤0.01%
18,021
-15,121
3277
$653K ﹤0.01%
143,602
+125
3278
$652K ﹤0.01%
17,148
+1,710
3279
$650K ﹤0.01%
46,577
-11,121
3280
$650K ﹤0.01%
36,961
-27,231
3281
$649K ﹤0.01%
46,727
+1,324
3282
$649K ﹤0.01%
22,364
-17,988
3283
$645K ﹤0.01%
10,299
-3,785
3284
$645K ﹤0.01%
16,219
-7,955
3285
$644K ﹤0.01%
437,970
-25,837
3286
$644K ﹤0.01%
21,491
-406,329
3287
$644K ﹤0.01%
309,866
+292,398
3288
$644K ﹤0.01%
9,871
-859
3289
$643K ﹤0.01%
21,767
-8,706
3290
$640K ﹤0.01%
24,069
-23,257
3291
$640K ﹤0.01%
28,744
-4,160
3292
$639K ﹤0.01%
26,016
-6,070
3293
$638K ﹤0.01%
39,637
+20,467
3294
$638K ﹤0.01%
16,641
-4,557
3295
$638K ﹤0.01%
31,600
3296
$637K ﹤0.01%
51,749
+33,655
3297
$636K ﹤0.01%
9,607
-331
3298
$636K ﹤0.01%
19,664
-4,196
3299
$636K ﹤0.01%
16,380
+13,623
3300
$635K ﹤0.01%
14,461
-5,169