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
1251
$13.3M ﹤0.01%
274,951
+70,679
1252
$13.2M ﹤0.01%
578,624
+18,913
1253
$13.2M ﹤0.01%
746,558
-417,252
1254
$13.2M ﹤0.01%
266,789
-38,823
1255
$13.1M ﹤0.01%
902,648
+884,616
1256
$13.1M ﹤0.01%
102,395
+62,661
1257
$13.1M ﹤0.01%
421,773
-331,524
1258
$13.1M ﹤0.01%
478,988
+116,852
1259
$13.1M ﹤0.01%
1,127,509
-433,722
1260
$13.1M ﹤0.01%
1,330,429
-135,964
1261
$13.1M ﹤0.01%
65,882
+13,259
1262
$13.1M ﹤0.01%
238,775
+189,666
1263
$13.1M ﹤0.01%
773,851
+160,892
1264
$13M ﹤0.01%
224,666
-3,209,852
1265
$13M ﹤0.01%
677,751
+11,778
1266
$12.9M ﹤0.01%
329,208
-163
1267
$12.9M ﹤0.01%
244,405
+87,597
1268
$12.9M ﹤0.01%
80,209
+31,452
1269
$12.9M ﹤0.01%
307,994
+103,529
1270
$12.8M ﹤0.01%
603,591
+113,576
1271
$12.8M ﹤0.01%
631,306
+125,273
1272
$12.8M ﹤0.01%
226,476
-38,618
1273
$12.8M ﹤0.01%
242,776
-32,424
1274
$12.8M ﹤0.01%
161,525
-40,425
1275
$12.8M ﹤0.01%
276,212
+166,167