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
4701
$46K ﹤0.01%
2,004
-396
4702
$46K ﹤0.01%
11,616
-63,427
4703
$46K ﹤0.01%
7,981
-3,966
4704
$46K ﹤0.01%
3,986
-1,214
4705
$46K ﹤0.01%
4,000
-64,436
4706
$46K ﹤0.01%
1,950
4707
$46K ﹤0.01%
528
-35
4708
$46K ﹤0.01%
1,163
+301
4709
$46K ﹤0.01%
1,758
-4,530
4710
$46K ﹤0.01%
3,756
4711
$46K ﹤0.01%
2,036
+1,636
4712
$46K ﹤0.01%
10,177
-5,467
4713
$45K ﹤0.01%
2,575
+1,110
4714
$45K ﹤0.01%
2,049
+2,009
4715
$45K ﹤0.01%
5,000
-12
4716
$45K ﹤0.01%
384
+364
4717
$45K ﹤0.01%
2,639
-325
4718
$45K ﹤0.01%
42,028
+566
4719
$45K ﹤0.01%
3,385
+715
4720
$45K ﹤0.01%
678
4721
$45K ﹤0.01%
3,216
-48
4722
$44K ﹤0.01%
4,735
-4
4723
$44K ﹤0.01%
4,061
-875
4724
$44K ﹤0.01%
2,245
+1,435
4725
$44K ﹤0.01%
1,757
-939