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
1276
$12.8M ﹤0.01%
380,077
+258,979
1277
$12.8M ﹤0.01%
142,410
+72,373
1278
$12.7M ﹤0.01%
200,455
-2,738
1279
$12.7M ﹤0.01%
297,584
+31,459
1280
$12.7M ﹤0.01%
603,501
+448,410
1281
$12.7M ﹤0.01%
225,002
+90,550
1282
$12.7M ﹤0.01%
1,517,811
+20,022
1283
$12.6M ﹤0.01%
358,063
-416,721
1284
$12.6M ﹤0.01%
2,484,831
-41,580
1285
$12.6M ﹤0.01%
342,824
-25,397
1286
$12.6M ﹤0.01%
347,610
+189,401
1287
$12.6M ﹤0.01%
385,031
-43,734
1288
$12.6M ﹤0.01%
244,151
-17,989
1289
$12.6M ﹤0.01%
715,959
+78,759
1290
$12.6M ﹤0.01%
244,560
+14,022
1291
$12.5M ﹤0.01%
122,715
-6,438
1292
$12.5M ﹤0.01%
165,874
+30,961
1293
$12.5M ﹤0.01%
652,582
+1,424
1294
$12.4M ﹤0.01%
568,714
-31,235
1295
$12.4M ﹤0.01%
502,808
+13,625
1296
$12.4M ﹤0.01%
242,991
-64,635
1297
$12.3M ﹤0.01%
359,355
-12,944
1298
$12.3M ﹤0.01%
205,803
+49,740
1299
$12.3M ﹤0.01%
238,718
-47,258
1300
$12.3M ﹤0.01%
472,879
+14,831