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
4151
$161K ﹤0.01%
17,450
-1,300
4152
$161K ﹤0.01%
16,230
-26,300
4153
$160K ﹤0.01%
13,881
-43,773
4154
$160K ﹤0.01%
8,812
-13,084
4155
$160K ﹤0.01%
5,807
-2,723
4156
$160K ﹤0.01%
8,848
-704
4157
$160K ﹤0.01%
4,115
-478
4158
$160K ﹤0.01%
7,992
-7,183
4159
$159K ﹤0.01%
7,536
-2,873
4160
$159K ﹤0.01%
9,031
-369
4161
$158K ﹤0.01%
3,963
-185
4162
$158K ﹤0.01%
18,680
+2,740
4163
$157K ﹤0.01%
11,860
-8,550
4164
$157K ﹤0.01%
7,852
-24,148
4165
$157K ﹤0.01%
1,515
+285
4166
$157K ﹤0.01%
3,239
-2,328
4167
$157K ﹤0.01%
260,700
-631,857
4168
$157K ﹤0.01%
14,334
-2,662
4169
$156K ﹤0.01%
5,110
+2,346
4170
$155K ﹤0.01%
3,192
-3
4171
$155K ﹤0.01%
9,412
+3,000
4172
$155K ﹤0.01%
10,131
+543
4173
$154K ﹤0.01%
20,489
-12,914
4174
$154K ﹤0.01%
5,850
+3,206
4175
$154K ﹤0.01%
7,713
-4,981