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
1351
$11.1M ﹤0.01%
336,921
-96,127
1352
$11.1M ﹤0.01%
566,249
-154,640
1353
$11.1M ﹤0.01%
593,978
+220,691
1354
$11.1M ﹤0.01%
316,973
-21,042
1355
$11.1M ﹤0.01%
191,851
+69,657
1356
$11.1M ﹤0.01%
446,175
+112,583
1357
$11.1M ﹤0.01%
205,525
-92,061
1358
$11.1M ﹤0.01%
846,073
+234,954
1359
$11M ﹤0.01%
411,878
-34,774
1360
$11M ﹤0.01%
176,691
-6,738
1361
$11M ﹤0.01%
857,241
+30,527
1362
$11M ﹤0.01%
410,907
+3,501
1363
$10.9M ﹤0.01%
172,863
+13,573
1364
$10.9M ﹤0.01%
400,311
-32,418
1365
$10.8M ﹤0.01%
86,423
-24,296
1366
$10.8M ﹤0.01%
253,847
-3,260,207
1367
$10.8M ﹤0.01%
782,944
-46,935
1368
$10.8M ﹤0.01%
934,074
-32,604
1369
$10.8M ﹤0.01%
27,529
-1,280
1370
$10.8M ﹤0.01%
1,426,876
+815,314
1371
$10.8M ﹤0.01%
872,376
-219,738
1372
$10.8M ﹤0.01%
9,413
-2
1373
$10.7M ﹤0.01%
395,955
-65,808
1374
$10.7M ﹤0.01%
943,547
+624,650
1375
$10.7M ﹤0.01%
256,517
+21,160