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
4076
$186K ﹤0.01%
10,000
-71
4077
$185K ﹤0.01%
5,812
-2,218
4078
$185K ﹤0.01%
648
-266
4079
$184K ﹤0.01%
21,375
+1,310
4080
$184K ﹤0.01%
11,416
+4,610
4081
$184K ﹤0.01%
8,764
-3,219
4082
$184K ﹤0.01%
18,666
-9,252
4083
$184K ﹤0.01%
11,707
+882
4084
$182K ﹤0.01%
10,185
-1,372
4085
$182K ﹤0.01%
32,435
-40,817
4086
$182K ﹤0.01%
10,428
-72,660
4087
$181K ﹤0.01%
11,892
-10,254
4088
$181K ﹤0.01%
14,016
-3,265
4089
$181K ﹤0.01%
10,250
-500
4090
$180K ﹤0.01%
14,485
+512
4091
$180K ﹤0.01%
36,625
+13,252
4092
$179K ﹤0.01%
3,929
-1,958
4093
$179K ﹤0.01%
12,564
+64
4094
$179K ﹤0.01%
17,672
-4,507
4095
$178K ﹤0.01%
10,915
-2,938
4096
$178K ﹤0.01%
10,611
+3,230
4097
$178K ﹤0.01%
5,494
+1,781
4098
$177K ﹤0.01%
26,745
-25,575
4099
$177K ﹤0.01%
813
-1,014
4100
$177K ﹤0.01%
38,683
-56,888