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
3326
$609K ﹤0.01%
24,708
+4,677
3327
$609K ﹤0.01%
29,453
-13,133
3328
$606K ﹤0.01%
77,751
+37,787
3329
$606K ﹤0.01%
90,300
-108,569
3330
$606K ﹤0.01%
12,667
-2,825
3331
$604K ﹤0.01%
16,581
+5,572
3332
$604K ﹤0.01%
41,743
+18,764
3333
$604K ﹤0.01%
51,905
-21,336
3334
$604K ﹤0.01%
44,350
+17,426
3335
$603K ﹤0.01%
52,673
-20,209
3336
$601K ﹤0.01%
23,920
+2,800
3337
$601K ﹤0.01%
28,693
+27,132
3338
$600K ﹤0.01%
35,457
+22,507
3339
$599K ﹤0.01%
+2,470
3340
$599K ﹤0.01%
34,581
+6,116
3341
$597K ﹤0.01%
10,345
-7,504
3342
$597K ﹤0.01%
21,668
-3,404
3343
$596K ﹤0.01%
1,401
+103
3344
$596K ﹤0.01%
29,074
-2,640
3345
$596K ﹤0.01%
26,335
+4,704
3346
$595K ﹤0.01%
44,766
-11,543
3347
$595K ﹤0.01%
34,856
-9,755
3348
$593K ﹤0.01%
20,287
+12,078
3349
$587K ﹤0.01%
67,030
-123
3350
$587K ﹤0.01%
22,158
-224,094