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
2326
$2.51M ﹤0.01%
110,404
+70,641
2327
$2.51M ﹤0.01%
319,202
+98,122
2328
$2.51M ﹤0.01%
56,746
-48,860
2329
$2.5M ﹤0.01%
99,995
-12,622
2330
$2.5M ﹤0.01%
66,084
+3,835
2331
$2.5M ﹤0.01%
105,057
+27,276
2332
$2.49M ﹤0.01%
378,282
+188,343
2333
$2.49M ﹤0.01%
90,178
+4,610
2334
$2.49M ﹤0.01%
330,995
+5,338
2335
$2.48M ﹤0.01%
164,292
+125,163
2336
$2.48M ﹤0.01%
34,423
+6,140
2337
$2.48M ﹤0.01%
224,574
+25,853
2338
$2.47M ﹤0.01%
192,216
-21,399
2339
$2.47M ﹤0.01%
75,623
-14,366
2340
$2.47M ﹤0.01%
117,347
-9,138
2341
$2.47M ﹤0.01%
148,313
+148,236
2342
$2.46M ﹤0.01%
102,728
-23,185
2343
$2.46M ﹤0.01%
490,341
+300,442
2344
$2.46M ﹤0.01%
3,829
+621
2345
$2.46M ﹤0.01%
34,218
-33,303
2346
$2.46M ﹤0.01%
77,721
-89,908
2347
$2.45M ﹤0.01%
70,216
-8,468
2348
$2.45M ﹤0.01%
100,908
+50,451
2349
$2.44M ﹤0.01%
201,251
-24,382
2350
$2.44M ﹤0.01%
65,343
-2,199