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
4301
$119K ﹤0.01%
14,831
-9,330
4302
$119K ﹤0.01%
7,558
-37
4303
$119K ﹤0.01%
6,927
+1,353
4304
$119K ﹤0.01%
3,431
-11,211
4305
$118K ﹤0.01%
6,758
+5,535
4306
$118K ﹤0.01%
12,211
+264
4307
$118K ﹤0.01%
15,768
-18,831
4308
$117K ﹤0.01%
3,703
-5,143
4309
$117K ﹤0.01%
10,111
-7,920
4310
$117K ﹤0.01%
+5,000
4311
$117K ﹤0.01%
17,203
-11,186
4312
$116K ﹤0.01%
21,751
+5,329
4313
$116K ﹤0.01%
11,600
-2,100
4314
$116K ﹤0.01%
111
+22
4315
$116K ﹤0.01%
16,000
-18,036
4316
$115K ﹤0.01%
17,905
-4,142
4317
$115K ﹤0.01%
2,400
+2
4318
$115K ﹤0.01%
15,107
-10,053
4319
$115K ﹤0.01%
6,132
-38,937
4320
$115K ﹤0.01%
6,872
-1,955
4321
$114K ﹤0.01%
13,174
-12,328
4322
$114K ﹤0.01%
9,465
-4,635
4323
$114K ﹤0.01%
5,151
-4,197
4324
$113K ﹤0.01%
1,518
-5,067
4325
$113K ﹤0.01%
+3,000