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
4201
$145K ﹤0.01%
11,475
-25,701
4202
$145K ﹤0.01%
7,641
-11,543
4203
$144K ﹤0.01%
11,450
-1,153
4204
$144K ﹤0.01%
20,566
+19,362
4205
$144K ﹤0.01%
15,154
-4,859
4206
$143K ﹤0.01%
10,950
4207
$141K ﹤0.01%
6,376
-4,698
4208
$141K ﹤0.01%
16,566
+16,186
4209
$141K ﹤0.01%
79,758
-33
4210
$141K ﹤0.01%
+5,000
4211
$140K ﹤0.01%
6,026
+1,626
4212
$140K ﹤0.01%
+7,099
4213
$139K ﹤0.01%
8,182
-182
4214
$139K ﹤0.01%
18,311
+5,651
4215
$139K ﹤0.01%
1,253
+653
4216
$138K ﹤0.01%
70,304
+7,715
4217
$138K ﹤0.01%
10,950
-7,646
4218
$138K ﹤0.01%
8,053
-6,339
4219
$137K ﹤0.01%
15,000
-7,168
4220
$137K ﹤0.01%
3,177
+123
4221
$137K ﹤0.01%
3,300
+1,187
4222
$137K ﹤0.01%
8,880
-1,867
4223
$136K ﹤0.01%
14,109
+7,170
4224
$136K ﹤0.01%
10,705
-3,308
4225
$136K ﹤0.01%
3,021
-1,956