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
2451
$2.07M ﹤0.01%
29,986
-5,799
2452
$2.07M ﹤0.01%
69,112
-17,256
2453
$2.06M ﹤0.01%
22,328
+1,534
2454
$2.06M ﹤0.01%
120,080
-45,934
2455
$2.06M ﹤0.01%
23,797
+17,406
2456
$2.05M ﹤0.01%
63,462
-14,944
2457
$2.04M ﹤0.01%
310,208
+290,592
2458
$2.04M ﹤0.01%
718,130
-544,243
2459
$2.04M ﹤0.01%
93,416
-26,683
2460
$2.03M ﹤0.01%
228,198
-73,127
2461
$2.03M ﹤0.01%
+53,581
2462
$2.03M ﹤0.01%
93,265
-159,961
2463
$2.03M ﹤0.01%
87,881
+20,536
2464
$2.02M ﹤0.01%
87,905
-42,598
2465
$2.02M ﹤0.01%
195,931
+10,885
2466
$2.02M ﹤0.01%
41,303
+7,325
2467
$2.02M ﹤0.01%
269,143
-65,752
2468
$2.02M ﹤0.01%
19,878
-2,555
2469
$2.01M ﹤0.01%
47,503
-5,971
2470
$2M ﹤0.01%
51,070
+21,839
2471
$1.99M ﹤0.01%
98,704
-2,446
2472
$1.99M ﹤0.01%
433,213
+212,754
2473
$1.98M ﹤0.01%
279,910
-32,582
2474
$1.98M ﹤0.01%
61,231
+52,937
2475
$1.98M ﹤0.01%
23,697
-4,470