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
2426
$2.16M ﹤0.01%
76,898
-17,272
2427
$2.15M ﹤0.01%
216,181
-345,305
2428
$2.15M ﹤0.01%
71,201
-80,123
2429
$2.15M ﹤0.01%
41,280
+8,764
2430
$2.15M ﹤0.01%
36,200
+31,795
2431
$2.15M ﹤0.01%
63,068
-18,188
2432
$2.14M ﹤0.01%
+59,672
2433
$2.14M ﹤0.01%
54,574
+1,401
2434
$2.13M ﹤0.01%
28,964
-30,812
2435
$2.12M ﹤0.01%
79,105
+4,934
2436
$2.12M ﹤0.01%
41,748
+16,897
2437
$2.11M ﹤0.01%
45,418
+22,971
2438
$2.11M ﹤0.01%
38,831
-13,962
2439
$2.11M ﹤0.01%
139,013
-23,393
2440
$2.11M ﹤0.01%
165,721
-90,461
2441
$2.1M ﹤0.01%
26,449
-5,757
2442
$2.1M ﹤0.01%
88,733
+79,711
2443
$2.1M ﹤0.01%
34,350
+5,385
2444
$2.09M ﹤0.01%
101,255
+44,753
2445
$2.09M ﹤0.01%
78,237
+21,428
2446
$2.09M ﹤0.01%
199
-39
2447
$2.08M ﹤0.01%
59,782
+1,621
2448
$2.08M ﹤0.01%
58,060
-15,285
2449
$2.08M ﹤0.01%
18,874
-9,828
2450
$2.07M ﹤0.01%
113,577
-52,945