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
2226
$2.9M ﹤0.01%
170,997
-22,234
2227
$2.9M ﹤0.01%
206,575
+12,320
2228
$2.89M ﹤0.01%
67,152
+4,932
2229
$2.89M ﹤0.01%
121,728
-6,418
2230
$2.88M ﹤0.01%
104,403
-41,181
2231
$2.88M ﹤0.01%
176,490
-13,047
2232
$2.87M ﹤0.01%
95,458
-1,938
2233
$2.87M ﹤0.01%
198,472
+27,615
2234
$2.87M ﹤0.01%
60,992
+11,319
2235
$2.87M ﹤0.01%
20,078
+11,515
2236
$2.86M ﹤0.01%
303,075
+26,100
2237
$2.86M ﹤0.01%
256,183
+27,216
2238
$2.86M ﹤0.01%
54,428
+1,159
2239
$2.85M ﹤0.01%
68,814
-111,588
2240
$2.85M ﹤0.01%
204,289
-2,767
2241
$2.85M ﹤0.01%
97,129
+96,097
2242
$2.85M ﹤0.01%
46,372
-306
2243
$2.85M ﹤0.01%
69,048
-2,397
2244
$2.85M ﹤0.01%
47,911
-12,467
2245
$2.85M ﹤0.01%
73,542
-3,175
2246
$2.84M ﹤0.01%
45,119
+14,632
2247
$2.84M ﹤0.01%
36,895
-46,156
2248
$2.83M ﹤0.01%
184,176
-1,516
2249
$2.83M ﹤0.01%
150,215
+22,099
2250
$2.82M ﹤0.01%
113,319
-10,386