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
3501
$471K ﹤0.01%
15,714
-632
3502
$470K ﹤0.01%
22,028
-54,544
3503
$469K ﹤0.01%
25,860
-42,489
3504
$469K ﹤0.01%
21,726
+5,753
3505
$468K ﹤0.01%
1,706
-3,440
3506
$468K ﹤0.01%
19,085
-1,154
3507
$468K ﹤0.01%
13,260
-22,177
3508
$466K ﹤0.01%
29,820
-73,034
3509
$465K ﹤0.01%
34,799
-900
3510
$463K ﹤0.01%
298,205
+1,204
3511
$462K ﹤0.01%
34,425
-22,876
3512
$462K ﹤0.01%
23,864
+13,403
3513
$462K ﹤0.01%
10,266
-7,507
3514
$461K ﹤0.01%
21,222
-465
3515
$461K ﹤0.01%
359,952
-482,832
3516
$460K ﹤0.01%
25,461
-3,950
3517
$460K ﹤0.01%
20,870
+6,323
3518
$459K ﹤0.01%
13,449
-2,697
3519
$458K ﹤0.01%
29,105
+2,367
3520
$458K ﹤0.01%
37,416
+128
3521
$458K ﹤0.01%
30,415
-8,001
3522
$456K ﹤0.01%
124,289
+117,889
3523
$456K ﹤0.01%
10,201
-2,945
3524
$456K ﹤0.01%
25,090
-13,107
3525
$455K ﹤0.01%
4,670
-4,353