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
3801
$297K ﹤0.01%
26,573
-1,726
3802
$297K ﹤0.01%
8,429
+2,308
3803
$297K ﹤0.01%
11,540
-235
3804
$296K ﹤0.01%
11,698
-19,976
3805
$296K ﹤0.01%
22,221
+20,621
3806
$296K ﹤0.01%
18,922
+83
3807
$295K ﹤0.01%
16,351
-16,931
3808
$294K ﹤0.01%
23,681
-15,278
3809
$294K ﹤0.01%
15,501
-1,226
3810
$293K ﹤0.01%
45,508
-2,655
3811
$293K ﹤0.01%
8,768
-9,489
3812
$293K ﹤0.01%
7,241
+2,748
3813
$292K ﹤0.01%
15,898
-4,788
3814
$292K ﹤0.01%
98,350
+78,591
3815
$292K ﹤0.01%
18,238
+12,546
3816
$291K ﹤0.01%
7,075
-4,880
3817
$291K ﹤0.01%
14,613
-199
3818
$291K ﹤0.01%
15,332
+15,295
3819
$290K ﹤0.01%
25,418
-17,680
3820
$288K ﹤0.01%
19,901
-10,357
3821
$287K ﹤0.01%
2,709
-79
3822
$286K ﹤0.01%
21,241
-19,776
3823
$286K ﹤0.01%
16,832
-14,007
3824
$285K ﹤0.01%
16,802
+3,662
3825
$284K ﹤0.01%
27,371
+10,986