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
1876
$4.97M ﹤0.01%
206,569
-70,729
1877
$4.97M ﹤0.01%
257,425
-640,750
1878
$4.97M ﹤0.01%
97,757
+72,762
1879
$4.96M ﹤0.01%
152,581
+19,068
1880
$4.95M ﹤0.01%
284,522
-22,259
1881
$4.95M ﹤0.01%
403,815
+55,981
1882
$4.93M ﹤0.01%
214,366
+10,786
1883
$4.93M ﹤0.01%
365,990
-283,750
1884
$4.91M ﹤0.01%
195,046
-101,906
1885
$4.91M ﹤0.01%
203,318
+6,839
1886
$4.91M ﹤0.01%
96,599
+3,488
1887
$4.9M ﹤0.01%
340,505
+27,850
1888
$4.88M ﹤0.01%
160,611
+53,284
1889
$4.88M ﹤0.01%
555,345
+261,755
1890
$4.87M ﹤0.01%
243,394
-32,646
1891
$4.87M ﹤0.01%
+95,000
1892
$4.86M ﹤0.01%
283,478
+232,839
1893
$4.86M ﹤0.01%
308,724
-61,207
1894
$4.86M ﹤0.01%
362,578
+60,501
1895
$4.84M ﹤0.01%
+95,000
1896
$4.83M ﹤0.01%
50,812
-35,923
1897
$4.81M ﹤0.01%
66,582
+598
1898
$4.81M ﹤0.01%
283,579
+24,616
1899
$4.81M ﹤0.01%
328,664
+60,530
1900
$4.81M ﹤0.01%
360,722
-23,669