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
1776
$5.7M ﹤0.01%
131,164
-12,786
1777
$5.68M ﹤0.01%
226,414
+70,122
1778
$5.67M ﹤0.01%
420,828
+127,664
1779
$5.67M ﹤0.01%
256,130
+21,213
1780
$5.66M ﹤0.01%
236,626
+125,875
1781
$5.63M ﹤0.01%
179,945
-22,875
1782
$5.63M ﹤0.01%
94,421
+1,018
1783
$5.63M ﹤0.01%
54,075
-2,196
1784
$5.61M ﹤0.01%
97,286
-28,616
1785
$5.6M ﹤0.01%
37,653
+790
1786
$5.59M ﹤0.01%
709,934
+598,306
1787
$5.59M ﹤0.01%
501,335
+27,984
1788
$5.59M ﹤0.01%
265,315
+26,624
1789
$5.59M ﹤0.01%
154,267
-48,407
1790
$5.58M ﹤0.01%
83,762
-2,116
1791
$5.58M ﹤0.01%
107,255
-2,151
1792
$5.56M ﹤0.01%
156,413
+200
1793
$5.56M ﹤0.01%
359,864
-464,991
1794
$5.56M ﹤0.01%
43,371
-4,232
1795
$5.55M ﹤0.01%
177,710
+86,785
1796
$5.54M ﹤0.01%
79,819
+50,623
1797
$5.52M ﹤0.01%
51,848
+46,182
1798
$5.51M ﹤0.01%
344,991
-73,755
1799
$5.5M ﹤0.01%
99,136
+59,136
1800
$5.5M ﹤0.01%
39,848
+28,675