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
4176
$153K ﹤0.01%
4,234
-3,019
4177
$153K ﹤0.01%
247
-2,220
4178
$153K ﹤0.01%
4,481
-1,849
4179
$153K ﹤0.01%
16,608
+13,899
4180
$153K ﹤0.01%
6,626
+5,977
4181
$153K ﹤0.01%
5,323
-5,022
4182
$153K ﹤0.01%
1,639
4183
$151K ﹤0.01%
43,082
+38,897
4184
$151K ﹤0.01%
12,663
+2,902
4185
$151K ﹤0.01%
18,144
-8,628
4186
$150K ﹤0.01%
34,800
-5,615
4187
$150K ﹤0.01%
8,488
-8,675
4188
$149K ﹤0.01%
3,509
-9,868
4189
$149K ﹤0.01%
14,085
-19,240
4190
$149K ﹤0.01%
9,651
-2,348
4191
$148K ﹤0.01%
11,063
-5,294
4192
$148K ﹤0.01%
189
-31
4193
$148K ﹤0.01%
25,565
+765
4194
$148K ﹤0.01%
479,586
+96,917
4195
$147K ﹤0.01%
4,291
-1,956
4196
$147K ﹤0.01%
4,030
+1,220
4197
$147K ﹤0.01%
9,864
+5,392
4198
$146K ﹤0.01%
2,415
-2,639
4199
$145K ﹤0.01%
1,825
-917
4200
$145K ﹤0.01%
14,697
-23