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
3551
$439K ﹤0.01%
23,363
-24,812
3552
$438K ﹤0.01%
12,322
+138
3553
$438K ﹤0.01%
7,466
-740
3554
$436K ﹤0.01%
18,448
+12,179
3555
$435K ﹤0.01%
51,823
-357,262
3556
$434K ﹤0.01%
250,060
-51,970
3557
$433K ﹤0.01%
14,516
+11,229
3558
$432K ﹤0.01%
11,014
+728
3559
$431K ﹤0.01%
35,616
-21,826
3560
$431K ﹤0.01%
57,024
-14,765
3561
$431K ﹤0.01%
20,518
-16,342
3562
$431K ﹤0.01%
42,719
-27,248
3563
$430K ﹤0.01%
15,050
+4,471
3564
$430K ﹤0.01%
27,225
3565
$429K ﹤0.01%
17,934
-8,217
3566
$429K ﹤0.01%
31,022
+16,086
3567
$429K ﹤0.01%
33,779
+1,274
3568
$427K ﹤0.01%
20,717
+20,329
3569
$427K ﹤0.01%
302,850
-7,475
3570
$426K ﹤0.01%
33,117
-1,402
3571
$426K ﹤0.01%
36,517
-10,265
3572
$425K ﹤0.01%
44,177
-44,111
3573
$425K ﹤0.01%
183,696
3574
$424K ﹤0.01%
103,748
-27,368
3575
$422K ﹤0.01%
26,879
+3,677