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
3651
$370K ﹤0.01%
14,477
-15,394
3652
$370K ﹤0.01%
40,526
-41,491
3653
$369K ﹤0.01%
95,468
+95,454
3654
$368K ﹤0.01%
192,755
-17,863
3655
$367K ﹤0.01%
5,000
+4,717
3656
$366K ﹤0.01%
26,860
+256
3657
$364K ﹤0.01%
2,001
+1
3658
$363K ﹤0.01%
12,420
-2,687
3659
$363K ﹤0.01%
27,065
-500
3660
$363K ﹤0.01%
7,529
+104
3661
$362K ﹤0.01%
+8,066
3662
$360K ﹤0.01%
17,101
-7
3663
$360K ﹤0.01%
23,400
-592
3664
$358K ﹤0.01%
4,108
+265
3665
$357K ﹤0.01%
18,749
-2,413
3666
$357K ﹤0.01%
19,096
-65,695
3667
$356K ﹤0.01%
6,326
-25,426
3668
$356K ﹤0.01%
11,610
-14,108
3669
$353K ﹤0.01%
19,979
-92,326
3670
$353K ﹤0.01%
105,582
-7,725
3671
$353K ﹤0.01%
39,294
-4
3672
$352K ﹤0.01%
11,164
+5,262
3673
$352K ﹤0.01%
51,287
+20,414
3674
$352K ﹤0.01%
20,233
+5,244
3675
$352K ﹤0.01%
17,836
-30,097