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
3701
$339K ﹤0.01%
+13,267
3702
$338K ﹤0.01%
14,986
+12,300
3703
$338K ﹤0.01%
25,817
+1,679
3704
$338K ﹤0.01%
22
-21
3705
$338K ﹤0.01%
7,293
-351
3706
$336K ﹤0.01%
13,989
-10,956
3707
$335K ﹤0.01%
38,381
+12,363
3708
$335K ﹤0.01%
11,349
+10,726
3709
$334K ﹤0.01%
13,287
-6,399
3710
$334K ﹤0.01%
23,957
+766
3711
$334K ﹤0.01%
9,697
-37,075
3712
$334K ﹤0.01%
13,719
-6,355
3713
$333K ﹤0.01%
8,833
+469
3714
$333K ﹤0.01%
7,762
-85,531
3715
$333K ﹤0.01%
5,829
-4,456
3716
$333K ﹤0.01%
16,957
-5,945
3717
$332K ﹤0.01%
5,903
+4,149
3718
$332K ﹤0.01%
46,555
-11,631
3719
$331K ﹤0.01%
8,475
-16,984
3720
$331K ﹤0.01%
15,196
-4,143
3721
$331K ﹤0.01%
40,298
+298
3722
$330K ﹤0.01%
11,049
-6,807
3723
$330K ﹤0.01%
11,430
-20,137
3724
$329K ﹤0.01%
23,345
+21,620
3725
$329K ﹤0.01%
1,023
+26