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
1301
$12.3M ﹤0.01%
479,500
-47,961
1302
$12.2M ﹤0.01%
312,412
+10,512
1303
$12.2M ﹤0.01%
551,339
-27,276
1304
$12.2M ﹤0.01%
312,637
-251,506
1305
$12.1M ﹤0.01%
514,929
+5,507
1306
$12M ﹤0.01%
218,897
-16,656
1307
$12M ﹤0.01%
139,009
+124,241
1308
$12M ﹤0.01%
698,361
+116,232
1309
$12M ﹤0.01%
548,963
+127,571
1310
$12M ﹤0.01%
203,146
+31,691
1311
$12M ﹤0.01%
483,675
+54,166
1312
$12M ﹤0.01%
283,275
-544
1313
$11.9M ﹤0.01%
320,079
+134,004
1314
$11.9M ﹤0.01%
339,852
-6,854
1315
$11.9M ﹤0.01%
190,483
+16,892
1316
$11.9M ﹤0.01%
222,599
-3,220
1317
$11.9M ﹤0.01%
479,776
+2,688
1318
$11.8M ﹤0.01%
456,627
-288,087
1319
$11.8M ﹤0.01%
470,782
+47,273
1320
$11.8M ﹤0.01%
319,278
+25,675
1321
$11.8M ﹤0.01%
253,012
+17,549
1322
$11.8M ﹤0.01%
341,549
+5,840
1323
$11.7M ﹤0.01%
388,342
+78,299
1324
$11.7M ﹤0.01%
165,728
-1,957
1325
$11.7M ﹤0.01%
142,446
+114,180