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
4001
$213K ﹤0.01%
5,026
+1,930
4002
$212K ﹤0.01%
5,912
-2,003
4003
$212K ﹤0.01%
4,674
-3,300
4004
$211K ﹤0.01%
7,027
-36,365
4005
$211K ﹤0.01%
16,597
+9,792
4006
$211K ﹤0.01%
5,660
-4,235
4007
$211K ﹤0.01%
4,222
-3
4008
$211K ﹤0.01%
16,194
-2,225
4009
$210K ﹤0.01%
16,482
+1,505
4010
$210K ﹤0.01%
26,381
-21,263
4011
$210K ﹤0.01%
48,935
-92,656
4012
$209K ﹤0.01%
2,875
+2,578
4013
$208K ﹤0.01%
2,091
-3,927
4014
$208K ﹤0.01%
4,572
-29,452
4015
$208K ﹤0.01%
8,944
+3,398
4016
$208K ﹤0.01%
6,105
+4,011
4017
$207K ﹤0.01%
24,797
-1,168
4018
$207K ﹤0.01%
5,206
-2,030
4019
$207K ﹤0.01%
3,149
+3,138
4020
$207K ﹤0.01%
106,944
-19,767
4021
$207K ﹤0.01%
+2,345
4022
$207K ﹤0.01%
8,150
4023
$206K ﹤0.01%
5,385
-4,929
4024
$205K ﹤0.01%
7,800
+7,342
4025
$205K ﹤0.01%
16,701
-7,366