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
4401
$99K ﹤0.01%
+3,600
4402
$99K ﹤0.01%
6,743
-6,658
4403
$99K ﹤0.01%
3,490
-2,278
4404
0
4405
$98K ﹤0.01%
23,523
-1,855
4406
$98K ﹤0.01%
5,912
+3,930
4407
$98K ﹤0.01%
3,901
-19,338
4408
$98K ﹤0.01%
14,798
-18,472
4409
$98K ﹤0.01%
2,988
-775
4410
$98K ﹤0.01%
8,102
-1,448
4411
$98K ﹤0.01%
+7,535
4412
$97K ﹤0.01%
19,500
-10
4413
$97K ﹤0.01%
7,239
-796
4414
$97K ﹤0.01%
11,700
+11,100
4415
$97K ﹤0.01%
1,037
-28
4416
$97K ﹤0.01%
3,688
-20
4417
$96K ﹤0.01%
8,500
4418
$96K ﹤0.01%
31,786
+2,467
4419
$96K ﹤0.01%
7,063
-3,112
4420
$95K ﹤0.01%
1,944
-131
4421
$95K ﹤0.01%
4,174
-10,954
4422
$95K ﹤0.01%
965
4423
$94K ﹤0.01%
101
+98
4424
$94K ﹤0.01%
+5,237
4425
$94K ﹤0.01%
130