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
2101
$3.54M ﹤0.01%
637,618
+131,765
2102
$3.52M ﹤0.01%
50,674
-5,021
2103
$3.52M ﹤0.01%
72,450
+50,027
2104
$3.52M ﹤0.01%
55,810
+2,779
2105
$3.51M ﹤0.01%
233,986
-41,242
2106
$3.5M ﹤0.01%
113,426
+30,384
2107
$3.5M ﹤0.01%
113,840
-25,971
2108
$3.49M ﹤0.01%
14,582
+12,022
2109
$3.48M ﹤0.01%
135,756
+37,225
2110
$3.48M ﹤0.01%
213,357
+45,184
2111
$3.47M ﹤0.01%
293,947
+7,446
2112
$3.46M ﹤0.01%
112,779
-47,499
2113
$3.45M ﹤0.01%
75,932
-9,036
2114
$3.45M ﹤0.01%
84,785
-24,806
2115
$3.44M ﹤0.01%
29,111
+251
2116
$3.44M ﹤0.01%
97,538
-23,354
2117
$3.43M ﹤0.01%
147,221
-20,663
2118
$3.43M ﹤0.01%
714,810
-14,754
2119
$3.43M ﹤0.01%
204,396
+114,907
2120
$3.43M ﹤0.01%
121,521
+3,375
2121
$3.43M ﹤0.01%
79,450
+15,950
2122
$3.43M ﹤0.01%
677,661
-190,454
2123
$3.43M ﹤0.01%
70,602
-10,557
2124
$3.42M ﹤0.01%
190,915
-191,357
2125
$3.42M ﹤0.01%
363,472
+203,498