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
1751
$5.96M ﹤0.01%
13,312,320
-14,314,160
1752
$5.95M ﹤0.01%
137,774
+36,306
1753
$5.93M ﹤0.01%
93,535
-17,336
1754
$5.93M ﹤0.01%
226,984
-30,233
1755
$5.93M ﹤0.01%
230,465
-34,473
1756
$5.92M ﹤0.01%
119,602
-113,136
1757
$5.91M ﹤0.01%
106,876
+6,557
1758
$5.91M ﹤0.01%
117,549
-2,229
1759
$5.91M ﹤0.01%
69,944
-70,816
1760
$5.89M ﹤0.01%
574,316
-325,996
1761
$5.89M ﹤0.01%
168,353
+19,792
1762
$5.89M ﹤0.01%
29,646
+292
1763
$5.89M ﹤0.01%
500,832
-118,874
1764
$5.87M ﹤0.01%
106,018
-34,972
1765
$5.84M ﹤0.01%
673,060
+173,246
1766
$5.83M ﹤0.01%
241,713
+88,896
1767
$5.81M ﹤0.01%
168,028
+11,045
1768
$5.8M ﹤0.01%
265,598
+92,257
1769
$5.78M ﹤0.01%
134,647
-24,925
1770
$5.77M ﹤0.01%
102,802
-81,144
1771
$5.75M ﹤0.01%
169,849
+41,646
1772
$5.73M ﹤0.01%
251,236
-36,250
1773
$5.71M ﹤0.01%
85,690
+3,760
1774
$5.71M ﹤0.01%
162,380
+129,195
1775
$5.7M ﹤0.01%
204,267
-71,426