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
2201
$3.01M ﹤0.01%
73,269
-128,053
2202
$3M ﹤0.01%
180,576
-82,411
2203
$3M ﹤0.01%
100,771
+3,956
2204
$2.98M ﹤0.01%
104,463
-20,711
2205
$2.98M ﹤0.01%
51,623
-35,273
2206
$2.97M ﹤0.01%
215,999
+66,303
2207
$2.97M ﹤0.01%
9,897
+2,014
2208
$2.97M ﹤0.01%
42,394
-34,723
2209
$2.97M ﹤0.01%
1,891
+34
2210
$2.96M ﹤0.01%
57,084
-68,215
2211
$2.95M ﹤0.01%
395,427
-170,266
2212
$2.94M ﹤0.01%
88,465
+84,037
2213
$2.93M ﹤0.01%
123,287
-4,703
2214
$2.93M ﹤0.01%
30,119
-6,859
2215
$2.93M ﹤0.01%
32,513
-8,163
2216
$2.93M ﹤0.01%
19,650
-81,455
2217
$2.92M ﹤0.01%
190,662
+37,752
2218
$2.92M ﹤0.01%
236,901
-25,929
2219
$2.92M ﹤0.01%
133,233
-4,932
2220
$2.92M ﹤0.01%
124,635
+105,093
2221
$2.92M ﹤0.01%
106,415
+20,406
2222
$2.91M ﹤0.01%
179,585
+82,138
2223
$2.91M ﹤0.01%
197,843
-49,156
2224
$2.91M ﹤0.01%
59,558
+26,904
2225
$2.9M ﹤0.01%
175,035
+485