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
3351
$587K ﹤0.01%
120,828
+4,961
3352
$586K ﹤0.01%
89,036
-235,616
3353
$586K ﹤0.01%
7,899
+6,004
3354
$584K ﹤0.01%
41,675
-6,100
3355
$583K ﹤0.01%
33,898
-20,090
3356
$582K ﹤0.01%
53,231
-37,020
3357
$582K ﹤0.01%
16,539
-7,671
3358
$582K ﹤0.01%
29,304
-9,760
3359
$581K ﹤0.01%
20,167
-9,298
3360
$581K ﹤0.01%
45,903
-31,429
3361
$580K ﹤0.01%
12,817
3362
$579K ﹤0.01%
43,684
+215
3363
$577K ﹤0.01%
135,298
-55,500
3364
$576K ﹤0.01%
10,418
-27,856
3365
$576K ﹤0.01%
19,461
-182
3366
$576K ﹤0.01%
40,860
-61
3367
$575K ﹤0.01%
56,541
-89,928
3368
$574K ﹤0.01%
22,550
-11,912
3369
$573K ﹤0.01%
12,706
-16,975
3370
$572K ﹤0.01%
30,744
-2,584
3371
$571K ﹤0.01%
37,887
+33,903
3372
$571K ﹤0.01%
28,507
+23,608
3373
$570K ﹤0.01%
11,279
-24,238
3374
$570K ﹤0.01%
13,168
+11,234
3375
$569K ﹤0.01%
46,825
+4,895