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
2051
$3.84M ﹤0.01%
278,905
+253,278
2052
$3.83M ﹤0.01%
330,238
+310,673
2053
$3.81M ﹤0.01%
256,281
-59,940
2054
$3.81M ﹤0.01%
222,020
-10,160
2055
$3.79M ﹤0.01%
27,901
-55,031
2056
$3.79M ﹤0.01%
113,141
+45,209
2057
$3.79M ﹤0.01%
38,207
-3,228
2058
$3.79M ﹤0.01%
163,619
+42,188
2059
$3.78M ﹤0.01%
226,211
+8,365
2060
$3.77M ﹤0.01%
156,279
+14,786
2061
$3.76M ﹤0.01%
168,354
+7,878
2062
$3.75M ﹤0.01%
280,006
-73,769
2063
$3.75M ﹤0.01%
106,729
-16,860
2064
$3.75M ﹤0.01%
188,551
-186,658
2065
$3.74M ﹤0.01%
203,805
+166,432
2066
$3.74M ﹤0.01%
78,335
+7,158
2067
$3.74M ﹤0.01%
176,470
+77,038
2068
$3.74M ﹤0.01%
18,944
+224
2069
$3.74M ﹤0.01%
57,177
+34,551
2070
$3.74M ﹤0.01%
100,622
-84,618
2071
$3.73M ﹤0.01%
112,066
-306
2072
$3.73M ﹤0.01%
57,472
-34,660
2073
$3.73M ﹤0.01%
154,164
+51,390
2074
$3.72M ﹤0.01%
113,546
-2,423
2075
$3.71M ﹤0.01%
+196,767