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
3426
$516K ﹤0.01%
57,853
-6,926
3427
$515K ﹤0.01%
13,860
-423
3428
$514K ﹤0.01%
50,449
+24,549
3429
$513K ﹤0.01%
49,816
-12,747
3430
$513K ﹤0.01%
12,502
+3,120
3431
$512K ﹤0.01%
17,940
-16,329
3432
$510K ﹤0.01%
75,949
+75,943
3433
$510K ﹤0.01%
11,820
-49,380
3434
$510K ﹤0.01%
39,387
-8,838
3435
$509K ﹤0.01%
24,069
-5,160
3436
$509K ﹤0.01%
32,172
-61,364
3437
$508K ﹤0.01%
+107
3438
$508K ﹤0.01%
+16,800
3439
$508K ﹤0.01%
36,166
-21,767
3440
$506K ﹤0.01%
33,969
-580
3441
$506K ﹤0.01%
26,572
-24,219
3442
$505K ﹤0.01%
11,172
+10,053
3443
$505K ﹤0.01%
45,299
3444
$504K ﹤0.01%
30,395
+3,235
3445
$504K ﹤0.01%
13,912
-9,197
3446
$503K ﹤0.01%
10,094
-4,685
3447
$502K ﹤0.01%
41,466
-87,960
3448
$501K ﹤0.01%
26,530
-14,527
3449
$500K ﹤0.01%
41,556
-42,280
3450
$500K ﹤0.01%
14,505
-22,302