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
3901
$251K ﹤0.01%
7,860
-214
3902
$251K ﹤0.01%
+10,175
3903
$250K ﹤0.01%
35,900
+7,990
3904
$249K ﹤0.01%
8,245
-2,072
3905
$249K ﹤0.01%
19,839
+2,055
3906
$249K ﹤0.01%
13,553
-1,207
3907
$248K ﹤0.01%
18,673
-4,322
3908
$247K ﹤0.01%
8,692
3909
$246K ﹤0.01%
4,530
-936
3910
$246K ﹤0.01%
15,849
+15,423
3911
$246K ﹤0.01%
+8,853
3912
$245K ﹤0.01%
16,763
+4,222
3913
$245K ﹤0.01%
17,329
-16,298
3914
$245K ﹤0.01%
11,969
+5,337
3915
$244K ﹤0.01%
18,302
+1,259
3916
$244K ﹤0.01%
78,782
+45,869
3917
$244K ﹤0.01%
42,115
+17,050
3918
$243K ﹤0.01%
26,945
-1,277
3919
$243K ﹤0.01%
3,250
-6,352
3920
$243K ﹤0.01%
8,963
-50
3921
$243K ﹤0.01%
4,492
-5,208
3922
$243K ﹤0.01%
19,934
-18,413
3923
$243K ﹤0.01%
24,290
+6,911
3924
$242K ﹤0.01%
19,257
-6,963
3925
$242K ﹤0.01%
791
+11