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
1826
$5.29M ﹤0.01%
137,202
+64,756
1827
$5.29M ﹤0.01%
32,978
+3,107
1828
$5.28M ﹤0.01%
157,240
-127,223
1829
$5.28M ﹤0.01%
123,537
+7,175
1830
$5.28M ﹤0.01%
94,457
-3,676
1831
$5.26M ﹤0.01%
110,424
-106,943
1832
$5.25M ﹤0.01%
55,995
+1,576
1833
$5.24M ﹤0.01%
156,603
+7,215
1834
$5.23M ﹤0.01%
209,399
-188,216
1835
$5.22M ﹤0.01%
646,755
-409,177
1836
$5.19M ﹤0.01%
328,151
-19,983
1837
$5.19M ﹤0.01%
122,850
+13,962
1838
$5.18M ﹤0.01%
146,650
-49,657
1839
$5.18M ﹤0.01%
42,184
+4,647
1840
$5.18M ﹤0.01%
127,792
-110,183
1841
$5.17M ﹤0.01%
123,851
-150,906
1842
$5.17M ﹤0.01%
447,129
+6,387
1843
$5.16M ﹤0.01%
390,877
+267,202
1844
$5.15M ﹤0.01%
96,449
-34,787
1845
$5.13M ﹤0.01%
410,389
+407,773
1846
$5.13M ﹤0.01%
169,863
-19,563
1847
$5.1M ﹤0.01%
84,594
-17,834
1848
$5.1M ﹤0.01%
1,172,209
+167,323
1849
$5.09M ﹤0.01%
20,380
+4,447
1850
$5.08M ﹤0.01%
115,070
-82,154