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
3676
$352K ﹤0.01%
32,578
+25,283
3677
$350K ﹤0.01%
46,902
-38,501
3678
$350K ﹤0.01%
23,720
-405
3679
$349K ﹤0.01%
17,282
-16,086
3680
$348K ﹤0.01%
42,780
-2,817
3681
$348K ﹤0.01%
44,000
+28,926
3682
$347K ﹤0.01%
6,639
-5,551
3683
$346K ﹤0.01%
41,282
-41,314
3684
$346K ﹤0.01%
41,093
-24
3685
$346K ﹤0.01%
39,244
+9,684
3686
$346K ﹤0.01%
2,330
-215
3687
$345K ﹤0.01%
21,467
-4,184
3688
$345K ﹤0.01%
51,454
+5,852
3689
$345K ﹤0.01%
+30,711
3690
$344K ﹤0.01%
24,777
+145
3691
$343K ﹤0.01%
31,814
-22,419
3692
$343K ﹤0.01%
43,815
+15,859
3693
$342K ﹤0.01%
36,012
-3,732
3694
$342K ﹤0.01%
47,506
-38
3695
$342K ﹤0.01%
18,101
-13,142
3696
$342K ﹤0.01%
27,612
-4,925
3697
$341K ﹤0.01%
26,624
-331
3698
$341K ﹤0.01%
24,572
+4,426
3699
$340K ﹤0.01%
12,804
-2,022
3700
$339K ﹤0.01%
3,780
+1,382