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
3451
$500K ﹤0.01%
25,717
-3,181
3452
$499K ﹤0.01%
19,331
-16,396
3453
$497K ﹤0.01%
71,985
-5,499
3454
$497K ﹤0.01%
70,850
-24,250
3455
$496K ﹤0.01%
34,518
-7,961
3456
$496K ﹤0.01%
32,848
-1,365
3457
$495K ﹤0.01%
12,768
-800
3458
$495K ﹤0.01%
38,904
-5,382
3459
$494K ﹤0.01%
19,330
+1,218
3460
$494K ﹤0.01%
24,169
-815
3461
$493K ﹤0.01%
27,592
+18,741
3462
$493K ﹤0.01%
4,632
-850
3463
$493K ﹤0.01%
23,000
-1,100
3464
$491K ﹤0.01%
21,216
-2,137
3465
$491K ﹤0.01%
7,945
+506
3466
$491K ﹤0.01%
16,184
-11,002
3467
$488K ﹤0.01%
44,126
-17,658
3468
$488K ﹤0.01%
14,273
-4,364
3469
$487K ﹤0.01%
36,693
+8,887
3470
$487K ﹤0.01%
40,229
-5,281
3471
$487K ﹤0.01%
11,751
-21,517
3472
$486K ﹤0.01%
19,323
-7,960
3473
$486K ﹤0.01%
26,750
+26,714
3474
$486K ﹤0.01%
34,691
-8,227
3475
$486K ﹤0.01%
18,980
-7,249