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
4376
$104K ﹤0.01%
11,557
-46,696
4377
$104K ﹤0.01%
10,239
-11,696
4378
$104K ﹤0.01%
7,602
-4,147
4379
$104K ﹤0.01%
5,631
+5,615
4380
$104K ﹤0.01%
21,951
-7,241
4381
$104K ﹤0.01%
4,490
-7,454
4382
$103K ﹤0.01%
3,859
-345,928
4383
$103K ﹤0.01%
12,678
-245
4384
$103K ﹤0.01%
8,145
-500
4385
$103K ﹤0.01%
3,199
+1,069
4386
$102K ﹤0.01%
1,643
-5
4387
$102K ﹤0.01%
+7,000
4388
$102K ﹤0.01%
2
4389
$102K ﹤0.01%
7,033
-278
4390
$102K ﹤0.01%
13,320
+9,146
4391
$101K ﹤0.01%
279
-43
4392
$101K ﹤0.01%
2,195
-5,648
4393
$101K ﹤0.01%
1,651
-8,162
4394
$101K ﹤0.01%
1,200
-1,347
4395
$100K ﹤0.01%
3,718
-4,256
4396
$100K ﹤0.01%
9,374
-1,527
4397
$100K ﹤0.01%
4,725
-23,490
4398
$100K ﹤0.01%
23,922
+21,226
4399
$100K ﹤0.01%
18,763
+10,523
4400
$100K ﹤0.01%
2,085
-8,553