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
3401
$538K ﹤0.01%
13,742
+10,122
3402
$537K ﹤0.01%
29,752
-52,415
3403
$535K ﹤0.01%
6,030
+2,121
3404
$535K ﹤0.01%
11,875
-10,174
3405
$534K ﹤0.01%
12,142
-5,778
3406
$534K ﹤0.01%
40,303
+238
3407
$534K ﹤0.01%
16,347
+12,722
3408
$533K ﹤0.01%
40,400
-24,541
3409
$533K ﹤0.01%
62,673
-17,898
3410
$532K ﹤0.01%
384
+221
3411
$532K ﹤0.01%
29,553
-1,372
3412
$531K ﹤0.01%
34,252
-9,674
3413
$531K ﹤0.01%
58,401
+14,603
3414
$531K ﹤0.01%
31,131
-24,769
3415
$531K ﹤0.01%
28,384
-5,419
3416
$529K ﹤0.01%
112,465
-4,915
3417
$528K ﹤0.01%
61,185
+52,085
3418
$524K ﹤0.01%
7,800
-4,711
3419
$522K ﹤0.01%
19,158
-2,159
3420
$522K ﹤0.01%
26,014
-30,956
3421
$521K ﹤0.01%
38,548
-36,744
3422
$520K ﹤0.01%
461
+455
3423
$517K ﹤0.01%
9,161
-9,474
3424
$517K ﹤0.01%
7,996
-3,922
3425
$516K ﹤0.01%
69,038
-115,478