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
3526
$454K ﹤0.01%
8,835
-43,971
3527
$454K ﹤0.01%
22,228
-5,501
3528
$453K ﹤0.01%
16,220
-12,825
3529
$453K ﹤0.01%
54,073
-6,096
3530
$453K ﹤0.01%
3
+1
3531
$451K ﹤0.01%
19,039
-6,102
3532
$451K ﹤0.01%
31,213
+1,891
3533
$451K ﹤0.01%
68,263
+28,360
3534
$449K ﹤0.01%
35,000
-22,138
3535
$449K ﹤0.01%
9,159
-25,316
3536
$448K ﹤0.01%
29,920
-94,564
3537
$448K ﹤0.01%
13,165
-12,456
3538
$448K ﹤0.01%
19,892
-9,622
3539
$447K ﹤0.01%
101,573
+86,559
3540
$447K ﹤0.01%
24,889
+4,759
3541
$446K ﹤0.01%
16,507
-110,616
3542
$445K ﹤0.01%
28,315
-37,448
3543
$445K ﹤0.01%
52,689
-6,058
3544
$444K ﹤0.01%
12,248
+5,791
3545
$443K ﹤0.01%
31,183
+29,485
3546
$442K ﹤0.01%
44,886
-19,310
3547
$442K ﹤0.01%
45,034
-3,131
3548
$442K ﹤0.01%
24,676
-22,954
3549
$441K ﹤0.01%
30,485
-2,500
3550
$440K ﹤0.01%
8,098
+2,190