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
3601
$403K ﹤0.01%
15,093
-9,775
3602
$403K ﹤0.01%
8,568
-6,444
3603
$403K ﹤0.01%
11,452
-8,351
3604
$403K ﹤0.01%
36,432
-7,470
3605
$402K ﹤0.01%
8,678
-5,235
3606
$401K ﹤0.01%
17,945
-5,182
3607
$401K ﹤0.01%
24,168
-9,216
3608
$401K ﹤0.01%
30,468
+26,987
3609
$401K ﹤0.01%
641,363
-64
3610
$400K ﹤0.01%
100,000
3611
$399K ﹤0.01%
33,428
-9,912
3612
$397K ﹤0.01%
8,908
-4,696
3613
$397K ﹤0.01%
+6,692
3614
$395K ﹤0.01%
35,818
-254,913
3615
$394K ﹤0.01%
37,956
+31,633
3616
$392K ﹤0.01%
10,867
-200
3617
$391K ﹤0.01%
18,908
-20,978
3618
$390K ﹤0.01%
10,870
-2,828
3619
$390K ﹤0.01%
22,413
-1,785
3620
$390K ﹤0.01%
38,304
-922
3621
$390K ﹤0.01%
17,090
-646
3622
$389K ﹤0.01%
14,727
-4,341
3623
$389K ﹤0.01%
100,000
-427
3624
$385K ﹤0.01%
25,358
-70,031
3625
$384K ﹤0.01%
14,453
-19,881