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
1551
$7.98M ﹤0.01%
1,811,060
-41,545
1552
$7.98M ﹤0.01%
124,173
+100,189
1553
$7.98M ﹤0.01%
396,888
+208,217
1554
$7.97M ﹤0.01%
100,114
-11,281
1555
$7.95M ﹤0.01%
723,586
+80,699
1556
$7.95M ﹤0.01%
361,124
-47,115
1557
$7.94M ﹤0.01%
370,779
-78,246
1558
$7.93M ﹤0.01%
290,008
-8,055
1559
$7.9M ﹤0.01%
1,552,513
+42,011
1560
$7.89M ﹤0.01%
41,406
-10,654
1561
$7.89M ﹤0.01%
200,711
+53,778
1562
$7.86M ﹤0.01%
158,214
-39,844
1563
$7.86M ﹤0.01%
29,659
+2,228
1564
$7.84M ﹤0.01%
276,701
+206,640
1565
$7.84M ﹤0.01%
656,219
+12,631
1566
$7.83M ﹤0.01%
320,800
+120,935
1567
$7.83M ﹤0.01%
307,673
+18,623
1568
$7.83M ﹤0.01%
409,733
+14,174
1569
$7.82M ﹤0.01%
171,485
+21,644
1570
$7.8M ﹤0.01%
137,996
-1,480
1571
$7.79M ﹤0.01%
176,993
+19,527
1572
$7.79M ﹤0.01%
151,708
-13,945
1573
$7.78M ﹤0.01%
31,717
-54,732
1574
$7.77M ﹤0.01%
109,608
+65,861
1575
$7.72M ﹤0.01%
285,505
+20,085