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
4351
$108K ﹤0.01%
7,067
+5,022
4352
$108K ﹤0.01%
7,773
-8,804
4353
$108K ﹤0.01%
3,023
+55
4354
$108K ﹤0.01%
7,917
-16
4355
$107K ﹤0.01%
5,675
+3,675
4356
$107K ﹤0.01%
54,370
-45,684
4357
$107K ﹤0.01%
7,645
+7,545
4358
$107K ﹤0.01%
54,525
+52,800
4359
$107K ﹤0.01%
4,000
4360
$106K ﹤0.01%
5
-1
4361
$106K ﹤0.01%
4,900
-2,570
4362
$106K ﹤0.01%
3,000
4363
$106K ﹤0.01%
11,560
+997
4364
$106K ﹤0.01%
5,625
-2,500
4365
$105K ﹤0.01%
2,280
-844
4366
$105K ﹤0.01%
4,411
-2,607
4367
$105K ﹤0.01%
5,869
+666
4368
$105K ﹤0.01%
6,770
-6,671
4369
$105K ﹤0.01%
835
-825
4370
$105K ﹤0.01%
7,739
+44
4371
$105K ﹤0.01%
3,169
-7,188
4372
$105K ﹤0.01%
3,844
-12,512
4373
$105K ﹤0.01%
14,631
+6,923
4374
$104K ﹤0.01%
8,156
+5,432
4375
$104K ﹤0.01%
8,000
+7,996