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
2126
$3.42M ﹤0.01%
130,302
+27,118
2127
$3.41M ﹤0.01%
167,615
-44,133
2128
$3.41M ﹤0.01%
95,844
-28,786
2129
$3.41M ﹤0.01%
132,710
-5,099
2130
$3.4M ﹤0.01%
129,649
-156
2131
$3.4M ﹤0.01%
34,856
-146,549
2132
$3.4M ﹤0.01%
101,343
+1,110
2133
$3.38M ﹤0.01%
141,710
+85,890
2134
$3.38M ﹤0.01%
124,528
+59,193
2135
$3.38M ﹤0.01%
137,873
-15,026
2136
$3.38M ﹤0.01%
143,137
-371
2137
$3.38M ﹤0.01%
128,316
+62,929
2138
$3.37M ﹤0.01%
57,092
+8,777
2139
$3.36M ﹤0.01%
107,064
-100,420
2140
$3.35M ﹤0.01%
334,148
-8,838
2141
$3.35M ﹤0.01%
+100,316
2142
$3.34M ﹤0.01%
207,906
+11,592
2143
$3.34M ﹤0.01%
99,091
+8,877
2144
$3.34M ﹤0.01%
1,151,645
+456,521
2145
$3.33M ﹤0.01%
114,638
+100,400
2146
$3.33M ﹤0.01%
151,570
+73,720
2147
$3.33M ﹤0.01%
242,228
+30,761
2148
$3.33M ﹤0.01%
78,450
+15,950
2149
$3.32M ﹤0.01%
143,986
+20,522
2150
$3.32M ﹤0.01%
29,078
+2,867