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
1676
$6.74M ﹤0.01%
594,573
-44,097
1677
$6.74M ﹤0.01%
164,276
+46,654
1678
$6.72M ﹤0.01%
175,611
-63,985
1679
$6.72M ﹤0.01%
116,437
+12,819
1680
$6.71M ﹤0.01%
31,660
-4,705
1681
$6.68M ﹤0.01%
169,331
+811
1682
$6.68M ﹤0.01%
366,611
+20,632
1683
$6.67M ﹤0.01%
348,612
-56,580
1684
$6.66M ﹤0.01%
457,373
+60,569
1685
$6.65M ﹤0.01%
3,051,558
+2,881,067
1686
$6.65M ﹤0.01%
148,570
-27,255
1687
$6.64M ﹤0.01%
262,877
+195,134
1688
$6.63M ﹤0.01%
69,807
+941
1689
$6.62M ﹤0.01%
365,948
+44,474
1690
$6.61M ﹤0.01%
1,078,669
-328,927
1691
$6.61M ﹤0.01%
73,857
+31,319
1692
$6.61M ﹤0.01%
334,859
-88,116
1693
$6.61M ﹤0.01%
129,239
+7,632
1694
$6.61M ﹤0.01%
112,749
-210,795
1695
$6.59M ﹤0.01%
366,635
+278,112
1696
$6.58M ﹤0.01%
176,007
+27,794
1697
$6.58M ﹤0.01%
236,602
-12,006
1698
$6.57M ﹤0.01%
164,600
-2,090
1699
$6.56M ﹤0.01%
257,785
+31,397
1700
$6.55M ﹤0.01%
825,726
-143,208