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
1426
$9.93M ﹤0.01%
128,974
-43,784
1427
$9.91M ﹤0.01%
233,322
-183,032
1428
$9.91M ﹤0.01%
336,766
-4,840
1429
$9.91M ﹤0.01%
519,532
-128,554
1430
$9.91M ﹤0.01%
698,121
+105,398
1431
$9.9M ﹤0.01%
1,085,304
-119,863
1432
$9.85M ﹤0.01%
814,328
-26,360
1433
$9.83M ﹤0.01%
280,608
+19,736
1434
$9.83M ﹤0.01%
82,505
+3,161
1435
$9.78M ﹤0.01%
354,242
-752,668
1436
$9.72M ﹤0.01%
156,854
-27,649
1437
$9.7M ﹤0.01%
196,979
-3,284
1438
$9.65M ﹤0.01%
2,406,522
-1,144,440
1439
$9.64M ﹤0.01%
225,531
-3,017
1440
$9.62M ﹤0.01%
341,324
-14,902
1441
$9.62M ﹤0.01%
126,903
-152,918
1442
$9.61M ﹤0.01%
545,889
-1,266,893
1443
$9.6M ﹤0.01%
379,139
+274,064
1444
$9.59M ﹤0.01%
487,128
+394,478
1445
$9.56M ﹤0.01%
180,455
-4,776
1446
$9.56M ﹤0.01%
711,027
-148,032
1447
$9.5M ﹤0.01%
421,847
-430,603
1448
$9.5M ﹤0.01%
214,424
-21,171
1449
$9.48M ﹤0.01%
336,986
+239,941
1450
$9.45M ﹤0.01%
950,464
+163,358