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
2376
$2.34M ﹤0.01%
113,648
+18,607
2377
$2.33M ﹤0.01%
92,299
-22,541
2378
$2.33M ﹤0.01%
24,241
-3,113
2379
$2.33M ﹤0.01%
112,622
+53,070
2380
$2.33M ﹤0.01%
70,543
+14,989
2381
$2.33M ﹤0.01%
14,939
-39
2382
$2.32M ﹤0.01%
3,672
+143
2383
$2.32M ﹤0.01%
59,069
-15,607
2384
$2.32M ﹤0.01%
142,746
-25
2385
$2.31M ﹤0.01%
222,097
-19,255
2386
$2.3M ﹤0.01%
66,960
-55,628
2387
$2.29M ﹤0.01%
159,625
+66,293
2388
$2.29M ﹤0.01%
49,112
-30,950
2389
$2.28M ﹤0.01%
255,028
+245,700
2390
$2.28M ﹤0.01%
64,867
+9,677
2391
$2.28M ﹤0.01%
45,891
+20,486
2392
$2.28M ﹤0.01%
73,289
+10,398
2393
$2.28M ﹤0.01%
61,830
-23,551
2394
$2.27M ﹤0.01%
153,555
-10,507
2395
$2.27M ﹤0.01%
63,921
+6,313
2396
$2.27M ﹤0.01%
20,411
-2,408
2397
$2.27M ﹤0.01%
210,061
+151,308
2398
$2.27M ﹤0.01%
250,762
-5,638
2399
$2.26M ﹤0.01%
74,498
-39,678
2400
$2.25M ﹤0.01%
46,202
-27,878