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
3876
$264K ﹤0.01%
44,900
-19,967
3877
$263K ﹤0.01%
33,853
+33,236
3878
$263K ﹤0.01%
28,366
+7,239
3879
$263K ﹤0.01%
19,086
-14,049
3880
$262K ﹤0.01%
14,041
+13,019
3881
$262K ﹤0.01%
22,933
+2,888
3882
$261K ﹤0.01%
6,803
+638
3883
$261K ﹤0.01%
10,355
+7,374
3884
$260K ﹤0.01%
36,818
-3,455
3885
$260K ﹤0.01%
46,666
-9,782
3886
$259K ﹤0.01%
8,050
+3,778
3887
$259K ﹤0.01%
22,080
+1,540
3888
$259K ﹤0.01%
11,913
-4,444
3889
$259K ﹤0.01%
71,030
+32,030
3890
$258K ﹤0.01%
700
+500
3891
$257K ﹤0.01%
7,487
-24,621
3892
$257K ﹤0.01%
12,610
-1,360
3893
$257K ﹤0.01%
38,755
-9,987
3894
$257K ﹤0.01%
+5,620
3895
$255K ﹤0.01%
89,034
-9
3896
$255K ﹤0.01%
6,793
+2,043
3897
$254K ﹤0.01%
+5,126
3898
$253K ﹤0.01%
19,523
+2,214
3899
$251K ﹤0.01%
20,047
+18,771
3900
$251K ﹤0.01%
8,372
+1,589