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
2176
$3.14M ﹤0.01%
93,172
+88,682
2177
$3.13M ﹤0.01%
65,323
+5,319
2178
$3.13M ﹤0.01%
21,986
-60,126
2179
$3.12M ﹤0.01%
83,110
-11,838
2180
$3.11M ﹤0.01%
127,356
+74,602
2181
$3.1M ﹤0.01%
29,179
+4,043
2182
$3.09M ﹤0.01%
222,298
+195,977
2183
$3.09M ﹤0.01%
64,526
-37,229
2184
$3.08M ﹤0.01%
270,517
-557,908
2185
$3.08M ﹤0.01%
128,968
+32,940
2186
$3.08M ﹤0.01%
153,824
-24,704
2187
$3.07M ﹤0.01%
194,694
+30,301
2188
$3.07M ﹤0.01%
71,605
+70,455
2189
$3.06M ﹤0.01%
110,628
-39,592
2190
$3.05M ﹤0.01%
130,302
-13,513
2191
$3.05M ﹤0.01%
79,432
-23,379
2192
$3.04M ﹤0.01%
99,510
-29,456
2193
$3.04M ﹤0.01%
186,438
-401
2194
$3.03M ﹤0.01%
58,308
+10,102
2195
$3.03M ﹤0.01%
75,417
+1,733
2196
$3.02M ﹤0.01%
93,545
-21,484
2197
$3.02M ﹤0.01%
92,610
-357
2198
$3.02M ﹤0.01%
145,162
-28,872
2199
$3.02M ﹤0.01%
40,466
+26,693
2200
$3.01M ﹤0.01%
60,024
+28,443