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
3826
$284K ﹤0.01%
11,368
+3,649
3827
$284K ﹤0.01%
15,499
-8,440
3828
$283K ﹤0.01%
5,357
-7,755
3829
$281K ﹤0.01%
233
-7
3830
$281K ﹤0.01%
11,177
-23,425
3831
$280K ﹤0.01%
12,780
-29,255
3832
$280K ﹤0.01%
15,822
-5,578
3833
$280K ﹤0.01%
14,177
-324
3834
$280K ﹤0.01%
5,100
3835
$279K ﹤0.01%
12,756
+972
3836
$279K ﹤0.01%
19,321
-12,733
3837
$279K ﹤0.01%
12,357
-3,226
3838
$279K ﹤0.01%
12,968
-21,188
3839
$279K ﹤0.01%
52,500
+6,990
3840
$278K ﹤0.01%
15,835
-8,827
3841
$278K ﹤0.01%
23,325
-1,640
3842
$278K ﹤0.01%
45,888
+249
3843
$277K ﹤0.01%
32,810
+8,921
3844
$277K ﹤0.01%
6,401
-3,020
3845
$277K ﹤0.01%
3,055
-245
3846
$275K ﹤0.01%
24,487
-11,626
3847
$275K ﹤0.01%
76,014
+37,170
3848
$275K ﹤0.01%
17,037
-1,806
3849
$274K ﹤0.01%
+1
3850
$274K ﹤0.01%
12,637
-5,631