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
3726
$329K ﹤0.01%
36,114
-17,516
3727
$328K ﹤0.01%
24,831
-9,392
3728
$328K ﹤0.01%
130,982
+97,370
3729
$328K ﹤0.01%
20,000
+19,000
3730
$327K ﹤0.01%
29,211
-194,652
3731
$327K ﹤0.01%
20,748
-1,634
3732
$326K ﹤0.01%
11,972
+1,585
3733
$326K ﹤0.01%
38,589
+19,004
3734
$325K ﹤0.01%
29,919
+904
3735
$325K ﹤0.01%
9,868
-1,439
3736
$324K ﹤0.01%
52,603
-72,754
3737
$324K ﹤0.01%
11,003
+814
3738
$323K ﹤0.01%
4,870
+421
3739
$322K ﹤0.01%
+100,865
3740
$322K ﹤0.01%
+12,708
3741
$322K ﹤0.01%
5,191
+1,637
3742
$322K ﹤0.01%
18,206
-5,712
3743
$320K ﹤0.01%
24,627
+4,149
3744
$319K ﹤0.01%
+39,300
3745
$318K ﹤0.01%
31,350
-8,701
3746
$318K ﹤0.01%
14,908
-3,941
3747
$318K ﹤0.01%
239,550
+154,570
3748
$317K ﹤0.01%
+15,584
3749
$317K ﹤0.01%
23,887
+175
3750
$316K ﹤0.01%
6,816
+92