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
2151
$3.32M ﹤0.01%
125,214
-113,636
2152
$3.32M ﹤0.01%
49,084
+12,453
2153
$3.31M ﹤0.01%
239,157
-96,902
2154
$3.31M ﹤0.01%
240,715
-244,207
2155
$3.3M ﹤0.01%
72,511
-2,576
2156
$3.3M ﹤0.01%
116,115
+47,866
2157
$3.29M ﹤0.01%
53,752
-5,526
2158
$3.28M ﹤0.01%
122,885
-94,470
2159
$3.27M ﹤0.01%
156,797
-4,228
2160
$3.27M ﹤0.01%
129,840
-21,493
2161
$3.25M ﹤0.01%
61,645
+39,586
2162
$3.25M ﹤0.01%
177,716
+22,592
2163
$3.24M ﹤0.01%
112,218
-296
2164
$3.23M ﹤0.01%
134,144
-141,149
2165
$3.23M ﹤0.01%
309,348
+205,016
2166
$3.23M ﹤0.01%
280,870
-272,380
2167
$3.23M ﹤0.01%
50,222
+26,898
2168
$3.22M ﹤0.01%
30,423
-10,853
2169
$3.21M ﹤0.01%
109,670
+63,192
2170
$3.17M ﹤0.01%
353,621
-274,450
2171
$3.16M ﹤0.01%
109,927
-54,992
2172
$3.16M ﹤0.01%
148,983
+142,098
2173
$3.16M ﹤0.01%
90,000
+657
2174
$3.15M ﹤0.01%
234,818
+144,442
2175
$3.14M ﹤0.01%
173,571
-20,090