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
3751
$316K ﹤0.01%
3,573
-6,305
3752
$316K ﹤0.01%
10,664
3753
$316K ﹤0.01%
5,554
-809
3754
$316K ﹤0.01%
4,748
3755
$315K ﹤0.01%
+6,285
3756
$315K ﹤0.01%
17,750
3757
$315K ﹤0.01%
23,587
-53,511
3758
$314K ﹤0.01%
16,726
+6,012
3759
$314K ﹤0.01%
4,569
-1,979
3760
$314K ﹤0.01%
16,154
-4,390
3761
$313K ﹤0.01%
18,866
+484
3762
$313K ﹤0.01%
4,414
+2,388
3763
$313K ﹤0.01%
23,366
-43,598
3764
$313K ﹤0.01%
9,771
+1,430
3765
$312K ﹤0.01%
10,225
-800
3766
$312K ﹤0.01%
9,650
-8,331
3767
$311K ﹤0.01%
20,485
-12,655
3768
$311K ﹤0.01%
123,872
+72,219
3769
$311K ﹤0.01%
22,389
+3,041
3770
$311K ﹤0.01%
38,849
-31,367
3771
$311K ﹤0.01%
4,727
-344
3772
$310K ﹤0.01%
9,219
-2,276
3773
$309K ﹤0.01%
28,230
-247
3774
$309K ﹤0.01%
15,819
-6,695
3775
$308K ﹤0.01%
24,025
-1,735