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
3976
$222K ﹤0.01%
26,582
-1,134
3977
$222K ﹤0.01%
11,600
-5
3978
$222K ﹤0.01%
4,624
+3,259
3979
$221K ﹤0.01%
11,022
-198
3980
$221K ﹤0.01%
23,149
+4,708
3981
$221K ﹤0.01%
12,954
-3,695
3982
$221K ﹤0.01%
14,736
+515
3983
$221K ﹤0.01%
7,563
+6,763
3984
$220K ﹤0.01%
6,449
-24,145
3985
$220K ﹤0.01%
20,749
+12,471
3986
$219K ﹤0.01%
7,031
-32,799
3987
$219K ﹤0.01%
1,202
-978
3988
$219K ﹤0.01%
9,447
-376
3989
$219K ﹤0.01%
7,980
+5,283
3990
$219K ﹤0.01%
8,614
-4,122
3991
$218K ﹤0.01%
25,170
+10,911
3992
$217K ﹤0.01%
1,922
-1,956
3993
$217K ﹤0.01%
5,536
-7,924
3994
$217K ﹤0.01%
14,223
-6,505
3995
$216K ﹤0.01%
19,950
-2,130
3996
$216K ﹤0.01%
45,450
+33,288
3997
$216K ﹤0.01%
34,940
-15,760
3998
$216K ﹤0.01%
39,049
+33,849
3999
$215K ﹤0.01%
7,254
-648
4000
$215K ﹤0.01%
10,991
+5,959