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
4276
$123K ﹤0.01%
17,200
+17,091
4277
$123K ﹤0.01%
2,209
-9,510
4278
$123K ﹤0.01%
16,209
-80,736
4279
$123K ﹤0.01%
3,571
-193
4280
$123K ﹤0.01%
10,437
-1,121
4281
$123K ﹤0.01%
5,281
+4,645
4282
$122K ﹤0.01%
4,112
-1,330
4283
$122K ﹤0.01%
21,860
+685
4284
$122K ﹤0.01%
8,572
-101,079
4285
$122K ﹤0.01%
6,564
-2,692
4286
$122K ﹤0.01%
11,034
4287
$122K ﹤0.01%
314
+139
4288
$122K ﹤0.01%
9,290
-2,466
4289
$121K ﹤0.01%
1,789
-2,222
4290
$121K ﹤0.01%
27,437
+16,352
4291
$121K ﹤0.01%
1,466
-897
4292
$121K ﹤0.01%
3,456
+2,156
4293
$121K ﹤0.01%
5,947
-9,213
4294
$120K ﹤0.01%
8,868
+1,125
4295
$120K ﹤0.01%
2,458
-3,109
4296
$120K ﹤0.01%
3,226
-3,950
4297
$120K ﹤0.01%
2,655
-1,918
4298
$120K ﹤0.01%
8,068
+6,510
4299
$120K ﹤0.01%
3,395
+1,325
4300
$119K ﹤0.01%
5,925
-11,276