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
2401
$2.24M ﹤0.01%
219,118
+131,929
2402
$2.24M ﹤0.01%
166,524
+2,572
2403
$2.24M ﹤0.01%
93,210
-13,722
2404
$2.23M ﹤0.01%
43,879
-5,508
2405
$2.22M ﹤0.01%
17,831
-16,599
2406
$2.22M ﹤0.01%
45,368
-5,331
2407
$2.22M ﹤0.01%
110,493
-20,664
2408
$2.21M ﹤0.01%
245,085
+78,933
2409
$2.21M ﹤0.01%
264,244
-356,889
2410
$2.2M ﹤0.01%
60,947
+19,297
2411
$2.19M ﹤0.01%
130,253
-24,326
2412
$2.19M ﹤0.01%
140,414
+947
2413
$2.19M ﹤0.01%
115,131
-3,299
2414
$2.18M ﹤0.01%
133,855
+25,705
2415
$2.18M ﹤0.01%
87,331
+40,548
2416
$2.18M ﹤0.01%
45,537
-6,002
2417
$2.17M ﹤0.01%
35,420
-9,086
2418
$2.17M ﹤0.01%
63,569
-38,299
2419
$2.17M ﹤0.01%
53,116
-1,493
2420
$2.17M ﹤0.01%
158,820
+111,575
2421
$2.17M ﹤0.01%
54,269
-12,706
2422
$2.16M ﹤0.01%
135,368
+53,936
2423
$2.16M ﹤0.01%
84,248
-3,412
2424
$2.16M ﹤0.01%
227,179
-79,950
2425
$2.16M ﹤0.01%
115,828
-62,395