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
4326
$113K ﹤0.01%
6,648
-163
4327
$113K ﹤0.01%
17,757
-35,430
4328
$113K ﹤0.01%
10,387
-14,624
4329
$113K ﹤0.01%
13,244
-79
4330
$113K ﹤0.01%
13,463
+4,863
4331
$112K ﹤0.01%
4,060
-1,245
4332
$112K ﹤0.01%
1,550
-199
4333
$112K ﹤0.01%
5,980
-530
4334
$112K ﹤0.01%
27,058
-3,681
4335
$112K ﹤0.01%
2,259,098
4336
$111K ﹤0.01%
5,852
+1,857
4337
$111K ﹤0.01%
4,575
+1,396
4338
$111K ﹤0.01%
432
+247
4339
$111K ﹤0.01%
6,279
+5,479
4340
$111K ﹤0.01%
5,859
+9
4341
$110K ﹤0.01%
11,255
-155
4342
$110K ﹤0.01%
3,050
+500
4343
$110K ﹤0.01%
5,901
+2,826
4344
$110K ﹤0.01%
6,133
-7,608
4345
$109K ﹤0.01%
10,441
+291
4346
$109K ﹤0.01%
9,088
-210
4347
$109K ﹤0.01%
+4,300
4348
$109K ﹤0.01%
31,501
+30,148
4349
$109K ﹤0.01%
13,776
-23,829
4350
$109K ﹤0.01%
7,486
+1,077