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
1851
$5.07M ﹤0.01%
86,873
+8,696
1852
$5.07M ﹤0.01%
402,022
-8,894
1853
$5.07M ﹤0.01%
108,754
+101,676
1854
$5.07M ﹤0.01%
203,180
-17,352
1855
$5.06M ﹤0.01%
160,456
+3,686
1856
$5.06M ﹤0.01%
305,696
-14,851
1857
$5.06M ﹤0.01%
200,099
-24,258
1858
$5.04M ﹤0.01%
211,111
+92,770
1859
$5.04M ﹤0.01%
327,852
-81,572
1860
$5.04M ﹤0.01%
240,458
-28,522
1861
$5.03M ﹤0.01%
149,037
+3,617
1862
$5.03M ﹤0.01%
307,313
-55,607
1863
$5.03M ﹤0.01%
156,707
+33,129
1864
$5M ﹤0.01%
114,865
-283,802
1865
$5M ﹤0.01%
71,275
+26,140
1866
$5M ﹤0.01%
105,919
-10,846
1867
$4.99M ﹤0.01%
72,064
-9,915
1868
$4.99M ﹤0.01%
154,011
-70,650
1869
$4.99M ﹤0.01%
1,416,994
-370,844
1870
$4.99M ﹤0.01%
187,503
-77,882
1871
$4.99M ﹤0.01%
250,744
-227,288
1872
$4.99M ﹤0.01%
126,536
-31,957
1873
$4.98M ﹤0.01%
157,116
-20,284
1874
$4.98M ﹤0.01%
98,618
-2,495
1875
$4.97M ﹤0.01%
278,125
+18,630