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
3926
$242K ﹤0.01%
230,098
+175,598
3927
$241K ﹤0.01%
3,446
-17,138
3928
$241K ﹤0.01%
15,013
-214
3929
$241K ﹤0.01%
2,219
+533
3930
$239K ﹤0.01%
9,449
-6
3931
$239K ﹤0.01%
51
-2
3932
$239K ﹤0.01%
13,500
-318,583
3933
$238K ﹤0.01%
17,056
+3,430
3934
$238K ﹤0.01%
41,726
-5,260
3935
$237K ﹤0.01%
13,542
+13,525
3936
$237K ﹤0.01%
43,260
+18,962
3937
$237K ﹤0.01%
2,096
+1,296
3938
$236K ﹤0.01%
9,751
+677
3939
$235K ﹤0.01%
7,352
-34,334
3940
$235K ﹤0.01%
10,001
-8,595
3941
0
3942
$234K ﹤0.01%
47,757
-13,900
3943
$234K ﹤0.01%
32,369
-12,203
3944
$233K ﹤0.01%
27,837
-1,750
3945
$233K ﹤0.01%
14,010
+6,125
3946
$233K ﹤0.01%
23,172
-23,019
3947
$232K ﹤0.01%
33,713
-179,362
3948
$231K ﹤0.01%
8,936
-476
3949
$231K ﹤0.01%
14,511
-33,796
3950
$231K ﹤0.01%
15,371
-217