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
3476
$484K ﹤0.01%
37,939
-2,457
3477
$482K ﹤0.01%
16,866
-19,311
3478
$482K ﹤0.01%
20,342
-9,080
3479
$482K ﹤0.01%
16,800
-25,166
3480
$481K ﹤0.01%
25,792
-21,825
3481
$481K ﹤0.01%
32,157
-5,455
3482
$481K ﹤0.01%
40,128
+123
3483
$481K ﹤0.01%
37,550
+1,251
3484
$481K ﹤0.01%
3,730
-246
3485
$480K ﹤0.01%
14,453
-22,000
3486
$480K ﹤0.01%
21,176
+633
3487
$479K ﹤0.01%
14,999
-897
3488
$479K ﹤0.01%
34,038
-24,479
3489
$478K ﹤0.01%
19,577
+4,609
3490
$477K ﹤0.01%
18,504
-3,126
3491
$475K ﹤0.01%
17,599
+3,831
3492
$474K ﹤0.01%
31,817
-42,452
3493
$474K ﹤0.01%
17,729
+10
3494
$473K ﹤0.01%
23,818
-8,046
3495
$473K ﹤0.01%
60,240
-895
3496
$472K ﹤0.01%
11,537
+6,631
3497
$472K ﹤0.01%
17,477
+543
3498
$472K ﹤0.01%
20,000
-3,000
3499
$471K ﹤0.01%
48,741
+32,715
3500
$471K ﹤0.01%
5,679
+4,492