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
2276
$2.75M ﹤0.01%
53,292
+14,041
2277
$2.75M ﹤0.01%
158,605
-31,563
2278
$2.74M ﹤0.01%
269,573
+53,441
2279
$2.74M ﹤0.01%
+416,244
2280
$2.74M ﹤0.01%
83,918
-23,651
2281
$2.74M ﹤0.01%
53,405
-39,396
2282
$2.72M ﹤0.01%
235,407
+72,961
2283
$2.72M ﹤0.01%
174,195
+47,743
2284
$2.7M ﹤0.01%
20,381
-499
2285
$2.7M ﹤0.01%
58,564
+37,775
2286
$2.69M ﹤0.01%
94,977
-31,843
2287
$2.69M ﹤0.01%
11,010
-321
2288
$2.69M ﹤0.01%
77,357
-33,573
2289
$2.69M ﹤0.01%
200,583
-63
2290
$2.67M ﹤0.01%
54,611
+7,288
2291
$2.67M ﹤0.01%
232,200
+226,400
2292
$2.67M ﹤0.01%
64,354
-249
2293
$2.67M ﹤0.01%
92,549
+21,276
2294
$2.66M ﹤0.01%
33,979
-3,301
2295
$2.64M ﹤0.01%
18,583
-7,322
2296
$2.64M ﹤0.01%
79,453
+8,050
2297
$2.63M ﹤0.01%
55,559
+11,899
2298
$2.63M ﹤0.01%
611,628
-277,221
2299
$2.62M ﹤0.01%
37,756
+19,676
2300
$2.62M ﹤0.01%
+248,000