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
1701
$6.48M ﹤0.01%
348,600
+348,150
1702
$6.44M ﹤0.01%
246,196
-81,816
1703
$6.44M ﹤0.01%
234,010
+50,223
1704
$6.43M ﹤0.01%
2,445,843
+242,417
1705
$6.42M ﹤0.01%
207,433
+93,597
1706
$6.42M ﹤0.01%
407,348
+64,686
1707
$6.4M ﹤0.01%
265,138
-56,925
1708
$6.4M ﹤0.01%
10,739
-2,868
1709
$6.39M ﹤0.01%
508,734
-68,875
1710
$6.38M ﹤0.01%
202,040
+48,308
1711
$6.38M ﹤0.01%
152,181
-29,566
1712
$6.38M ﹤0.01%
359,463
-21,515
1713
$6.38M ﹤0.01%
188,259
-162,899
1714
$6.37M ﹤0.01%
464,339
-264,852
1715
$6.37M ﹤0.01%
90,910
-57,659
1716
$6.32M ﹤0.01%
170,106
+39,747
1717
$6.32M ﹤0.01%
265,421
-15,246
1718
$6.32M ﹤0.01%
447,600
+314,421
1719
$6.31M ﹤0.01%
154,928
+18,926
1720
$6.3M ﹤0.01%
100,100
-20,925
1721
$6.29M ﹤0.01%
100,669
-981
1722
$6.25M ﹤0.01%
151,316
+10,700
1723
$6.24M ﹤0.01%
176,437
-380,662
1724
$6.21M ﹤0.01%
5,296
-521
1725
$6.21M ﹤0.01%
121,468
-26,500