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
3851
$273K ﹤0.01%
25,000
+17,933
3852
0
3853
$273K ﹤0.01%
155,204
-18,694
3854
$271K ﹤0.01%
21,803
+135
3855
$271K ﹤0.01%
33,630
+3,425
3856
$270K ﹤0.01%
27,772
-2,284
3857
$270K ﹤0.01%
11,063
-36,463
3858
$270K ﹤0.01%
6,495
-6,007
3859
$270K ﹤0.01%
+52,901
3860
$269K ﹤0.01%
1
3861
$269K ﹤0.01%
10,357
-3,298
3862
$269K ﹤0.01%
19,425
+1,425
3863
$268K ﹤0.01%
13,212
-18,452
3864
$268K ﹤0.01%
15,570
-6,244
3865
$268K ﹤0.01%
50,160
+7,625
3866
$268K ﹤0.01%
+13,680
3867
$267K ﹤0.01%
19,591
-16,399
3868
$267K ﹤0.01%
17,460
+2,752
3869
$267K ﹤0.01%
16,938
-2,183
3870
$267K ﹤0.01%
18,024
-1,370
3871
$267K ﹤0.01%
8,684
-4,756
3872
$266K ﹤0.01%
23,768
-3,715
3873
$265K ﹤0.01%
4,362
-26,527
3874
$265K ﹤0.01%
85,408
+43,808
3875
$265K ﹤0.01%
5,004
-8,530