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
2251
$2.82M ﹤0.01%
229,791
-94,119
2252
$2.82M ﹤0.01%
154,508
-66,933
2253
$2.81M ﹤0.01%
266,188
-29,699
2254
$2.81M ﹤0.01%
51,976
-144,955
2255
$2.81M ﹤0.01%
66,657
+8,898
2256
$2.8M ﹤0.01%
38,653
-43,045
2257
$2.8M ﹤0.01%
108,393
-161
2258
$2.8M ﹤0.01%
61,690
-5,379
2259
$2.8M ﹤0.01%
+146,893
2260
$2.8M ﹤0.01%
178,597
-2,362
2261
$2.79M ﹤0.01%
118,713
-9,597
2262
$2.79M ﹤0.01%
147,345
-52,605
2263
$2.78M ﹤0.01%
106,054
+12,611
2264
$2.78M ﹤0.01%
145,966
+80,683
2265
$2.78M ﹤0.01%
36,112
-740
2266
$2.78M ﹤0.01%
140,410
-32,734
2267
$2.77M ﹤0.01%
266,113
-55,651
2268
$2.77M ﹤0.01%
110,293
+52,975
2269
$2.76M ﹤0.01%
242,114
-54,586
2270
$2.76M ﹤0.01%
68,745
+496
2271
$2.76M ﹤0.01%
39,939
-10,276
2272
$2.75M ﹤0.01%
72,119
+9,900
2273
$2.75M ﹤0.01%
146,608
+16,514
2274
$2.75M ﹤0.01%
147,395
-2,354
2275
$2.75M ﹤0.01%
189,984
-3,062