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
2351
$2.44M ﹤0.01%
78,247
-97,553
2352
$2.43M ﹤0.01%
904,843
-6,379
2353
$2.42M ﹤0.01%
152,259
+7,298
2354
$2.41M ﹤0.01%
39,984
+1,951
2355
$2.4M ﹤0.01%
49,418
-6,126
2356
$2.4M ﹤0.01%
183,029
+923
2357
$2.4M ﹤0.01%
89,377
-769
2358
$2.39M ﹤0.01%
30,756
-5,631
2359
$2.38M ﹤0.01%
288,552
-98,014
2360
$2.38M ﹤0.01%
45,624
+7,413
2361
$2.38M ﹤0.01%
131,573
-146,624
2362
$2.38M ﹤0.01%
123,250
+9,750
2363
$2.37M ﹤0.01%
91,896
+21,380
2364
$2.36M ﹤0.01%
74,343
-11,416
2365
$2.36M ﹤0.01%
7,957
+4,069
2366
$2.36M ﹤0.01%
31,658
-6,466
2367
$2.36M ﹤0.01%
71,781
-1,855
2368
$2.35M ﹤0.01%
29,458
-23,866
2369
$2.35M ﹤0.01%
33,816
-8,360
2370
$2.35M ﹤0.01%
179,747
+41,588
2371
$2.35M ﹤0.01%
85,882
-8,310
2372
$2.34M ﹤0.01%
50,089
-32,124
2373
$2.34M ﹤0.01%
66,949
+55,216
2374
$2.34M ﹤0.01%
162,512
-18,138
2375
$2.34M ﹤0.01%
176,201
-225