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
1451
$9.43M ﹤0.01%
1,084,784
-5,343
1452
$9.41M ﹤0.01%
164,281
+59,825
1453
$9.37M ﹤0.01%
555,175
-7,226
1454
$9.36M ﹤0.01%
499,447
+9,065
1455
$9.36M ﹤0.01%
273,985
+66,102
1456
$9.29M ﹤0.01%
89,784
-19,955
1457
$9.28M ﹤0.01%
93,439
+14,019
1458
$9.26M ﹤0.01%
972,172
-162,515
1459
$9.23M ﹤0.01%
352,872
+118,228
1460
$9.21M ﹤0.01%
746,540
+54,105
1461
$9.19M ﹤0.01%
611,211
-27,925
1462
$9.18M ﹤0.01%
125,505
-31,671
1463
$9.17M ﹤0.01%
238,155
-157,588
1464
$9.16M ﹤0.01%
305,800
+138,176
1465
$9.15M ﹤0.01%
600,136
-63,420
1466
$9.15M ﹤0.01%
309,579
+107,107
1467
$9.15M ﹤0.01%
138,357
-6,038
1468
$9.13M ﹤0.01%
1,051,567
+35,147
1469
$9.11M ﹤0.01%
251,127
-25,615
1470
$9.11M ﹤0.01%
372,287
+1,180
1471
$9.1M ﹤0.01%
94,922
+8,155
1472
$9.08M ﹤0.01%
188,039
+9,177
1473
$9.05M ﹤0.01%
303,159
-226,005
1474
$9.03M ﹤0.01%
203,719
+2,679
1475
$9.01M ﹤0.01%
76,044
-3,064