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
3626
$384K ﹤0.01%
18,381
-16,806
3627
$384K ﹤0.01%
7,490
-950
3628
$383K ﹤0.01%
18,740
+440
3629
$383K ﹤0.01%
33,531
+5,834
3630
$381K ﹤0.01%
6,004
+2,674
3631
$381K ﹤0.01%
10,837
-11,990
3632
$379K ﹤0.01%
21,082
-32,511
3633
$379K ﹤0.01%
35,144
+11,989
3634
$379K ﹤0.01%
30,775
-5,388
3635
$379K ﹤0.01%
17,077
-976
3636
$378K ﹤0.01%
11,489
-3,335
3637
$376K ﹤0.01%
9,814
+412
3638
$376K ﹤0.01%
278,554
-715,534
3639
$375K ﹤0.01%
13,299
+447
3640
$374K ﹤0.01%
17,294
-13,093
3641
$374K ﹤0.01%
9,155
+1,114
3642
$374K ﹤0.01%
18,628
+14,328
3643
$372K ﹤0.01%
52,088
-50,847
3644
$372K ﹤0.01%
21,178
-839
3645
$372K ﹤0.01%
9,121
-6,490
3646
$372K ﹤0.01%
20,013
+4,954
3647
$372K ﹤0.01%
46,416
-49,331
3648
$371K ﹤0.01%
18,376
+4,034
3649
$371K ﹤0.01%
4,580
+4,488
3650
$371K ﹤0.01%
7,509
+1,593