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
1376
$10.7M ﹤0.01%
357,389
-53,506
1377
$10.7M ﹤0.01%
314,458
+162,365
1378
$10.7M ﹤0.01%
359,916
-42,525
1379
$10.6M ﹤0.01%
177,272
+131,725
1380
$10.6M ﹤0.01%
240,070
-4,669
1381
$10.6M ﹤0.01%
158,219
-221,297
1382
$10.6M ﹤0.01%
584,527
-6,521
1383
$10.6M ﹤0.01%
298,652
+115,568
1384
$10.6M ﹤0.01%
422,155
-96,883
1385
$10.5M ﹤0.01%
1,045,759
-10,478
1386
$10.5M ﹤0.01%
1,902,964
-140,767
1387
$10.5M ﹤0.01%
56,306
+25
1388
$10.5M ﹤0.01%
117,746
-5,261
1389
$10.5M ﹤0.01%
1,299,440
-4,847,555
1390
$10.5M ﹤0.01%
703,192
-6,892
1391
$10.5M ﹤0.01%
970,260
+493,404
1392
$10.5M ﹤0.01%
281,014
+35,428
1393
$10.5M ﹤0.01%
205,526
-39,030
1394
$10.4M ﹤0.01%
219,146
+16,665
1395
$10.4M ﹤0.01%
421,909
+242,753
1396
$10.4M ﹤0.01%
184,002
+12,577
1397
$10.4M ﹤0.01%
400,000
-300,000
1398
$10.4M ﹤0.01%
596,103
+8,847
1399
$10.3M ﹤0.01%
179,125
+1,272
1400
$10.3M ﹤0.01%
279,271
-86,782