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
4126
$168K ﹤0.01%
20,292
+14,887
4127
$168K ﹤0.01%
2,005
-1,746
4128
$168K ﹤0.01%
11,364
+1,547
4129
$168K ﹤0.01%
2,755
+855
4130
$167K ﹤0.01%
23,000
+16,350
4131
$167K ﹤0.01%
4,431
+4,132
4132
$167K ﹤0.01%
423
-467
4133
$166K ﹤0.01%
4,625
-10,673
4134
$166K ﹤0.01%
6,308
+8
4135
$165K ﹤0.01%
8,159
-7,072
4136
$165K ﹤0.01%
3,817
-21,741
4137
$165K ﹤0.01%
7,099
+81
4138
$165K ﹤0.01%
16,735
+1,200
4139
$164K ﹤0.01%
5,986
+2,857
4140
$164K ﹤0.01%
580
-113
4141
$164K ﹤0.01%
1,571
-1,092
4142
$164K ﹤0.01%
7,603
-5,949
4143
$163K ﹤0.01%
12,841
+3,276
4144
$163K ﹤0.01%
29,795
+20,000
4145
$163K ﹤0.01%
19,560
-30,432
4146
$163K ﹤0.01%
2,934
-5,168
4147
$162K ﹤0.01%
78,289
+77,899
4148
$162K ﹤0.01%
4,308
-2,732
4149
$162K ﹤0.01%
13,520
+3,900
4150
$162K ﹤0.01%
8,324
-1,320