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
2076
$3.71M ﹤0.01%
+151,427
2077
$3.68M ﹤0.01%
259,818
-35,970
2078
$3.67M ﹤0.01%
374,586
+3,723
2079
$3.67M ﹤0.01%
74,583
-3,396
2080
$3.66M ﹤0.01%
78,786
-27,913
2081
$3.65M ﹤0.01%
261,287
+2,001
2082
$3.63M ﹤0.01%
623,509
+46,180
2083
$3.63M ﹤0.01%
85,598
-24,299
2084
$3.63M ﹤0.01%
103,466
-37,457
2085
$3.62M ﹤0.01%
228,615
+38,109
2086
$3.62M ﹤0.01%
90,895
+404
2087
$3.6M ﹤0.01%
126,208
+16,658
2088
$3.6M ﹤0.01%
197,041
+11,442
2089
$3.6M ﹤0.01%
58,953
+15,205
2090
$3.59M ﹤0.01%
129,604
-100,015
2091
$3.58M ﹤0.01%
34,778
+648
2092
$3.58M ﹤0.01%
87,093
-36,081
2093
$3.58M ﹤0.01%
55,254
+6,831
2094
$3.57M ﹤0.01%
201,515
+99,719
2095
$3.57M ﹤0.01%
71,340
-20,313
2096
$3.57M ﹤0.01%
208,158
-980,605
2097
$3.57M ﹤0.01%
58,380
-11,279
2098
$3.56M ﹤0.01%
271,729
-8,379
2099
$3.56M ﹤0.01%
230,406
+9,731
2100
$3.55M ﹤0.01%
159,219
-16,025