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
2301
$2.61M ﹤0.01%
54,742
-32,331
2302
$2.61M ﹤0.01%
369,845
+133,318
2303
$2.6M ﹤0.01%
96,580
+6,873
2304
$2.6M ﹤0.01%
51,159
-17,287
2305
$2.59M ﹤0.01%
166,911
+154,990
2306
$2.59M ﹤0.01%
66,059
-6,799
2307
$2.59M ﹤0.01%
209,019
-1,817
2308
$2.59M ﹤0.01%
202,532
-5,568
2309
$2.58M ﹤0.01%
94,831
+21,739
2310
$2.58M ﹤0.01%
31,462
-9,364
2311
$2.58M ﹤0.01%
39,787
+12,709
2312
$2.58M ﹤0.01%
25,459
+1,344
2313
$2.58M ﹤0.01%
137,984
+31,607
2314
$2.58M ﹤0.01%
170,028
-28,508
2315
$2.57M ﹤0.01%
72,343
+17,481
2316
$2.57M ﹤0.01%
84,555
+58,499
2317
$2.56M ﹤0.01%
30,039
+12,838
2318
$2.55M ﹤0.01%
39,016
+14,497
2319
$2.54M ﹤0.01%
150,166
-13,830
2320
$2.54M ﹤0.01%
84,896
+97
2321
$2.54M ﹤0.01%
189,505
+2,486
2322
$2.53M ﹤0.01%
179,033
+31,408
2323
$2.53M ﹤0.01%
24,936
-8,305
2324
$2.52M ﹤0.01%
54,991
+937
2325
$2.52M ﹤0.01%
165,674
+8,786