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
4226
$136K ﹤0.01%
13,958
+4,620
4227
$136K ﹤0.01%
827
-472
4228
$136K ﹤0.01%
8,914
+1,452
4229
$135K ﹤0.01%
6,076
+3,810
4230
$135K ﹤0.01%
11,691
-721
4231
$134K ﹤0.01%
4,758
+2,969
4232
$134K ﹤0.01%
5,511
+3,177
4233
$134K ﹤0.01%
44,574
-639,982
4234
$134K ﹤0.01%
6,309
+3,972
4235
$134K ﹤0.01%
800
+217
4236
$133K ﹤0.01%
5,152
-3,750
4237
$133K ﹤0.01%
72
4238
$133K ﹤0.01%
14,897
-6,292
4239
$133K ﹤0.01%
12,781
-4,475
4240
$132K ﹤0.01%
3,131
-987
4241
$132K ﹤0.01%
3,055
-11,293
4242
$132K ﹤0.01%
23,707
+10,887
4243
$132K ﹤0.01%
14,843
-2,646
4244
$131K ﹤0.01%
5,968
-3,268
4245
$131K ﹤0.01%
10,203
+8,865
4246
$131K ﹤0.01%
3,250
4247
$131K ﹤0.01%
10,430
+2,794
4248
$130K ﹤0.01%
34,432
-16,544
4249
$130K ﹤0.01%
+8,611
4250
$130K ﹤0.01%
3,603
-1,524