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
1501
$8.65M ﹤0.01%
410,328
+43,143
1502
$8.61M ﹤0.01%
166,233
-11,799
1503
$8.61M ﹤0.01%
185,305
+26,711
1504
$8.6M ﹤0.01%
2,136,429
-238,634
1505
$8.59M ﹤0.01%
668,374
+296,668
1506
$8.57M ﹤0.01%
195,848
-15,892
1507
$8.55M ﹤0.01%
111,089
-132,589
1508
$8.55M ﹤0.01%
141,503
-224,582
1509
$8.54M ﹤0.01%
194,096
-20,587
1510
$8.54M ﹤0.01%
129,036
-103,186
1511
$8.52M ﹤0.01%
645,129
-492,354
1512
$8.52M ﹤0.01%
159,916
+16,579
1513
$8.47M ﹤0.01%
465,549
-23,520
1514
$8.46M ﹤0.01%
262,665
-119,499
1515
$8.46M ﹤0.01%
278,349
+158,942
1516
$8.44M ﹤0.01%
306,082
-13,928
1517
$8.43M ﹤0.01%
624,312
+101,393
1518
$8.42M ﹤0.01%
1,139,699
+1,086,961
1519
$8.42M ﹤0.01%
323,637
-12,141
1520
$8.4M ﹤0.01%
535,001
+57,133
1521
$8.39M ﹤0.01%
230,203
+202,781
1522
$8.38M ﹤0.01%
229,344
-20,545
1523
$8.38M ﹤0.01%
1,842
-256
1524
$8.37M ﹤0.01%
101,981
+26,186
1525
$8.32M ﹤0.01%
265,763
-35,340