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
4451
$87K ﹤0.01%
1,534
+1,533
4452
$87K ﹤0.01%
2,514
-552
4453
$87K ﹤0.01%
4,796
-3,362
4454
$86K ﹤0.01%
3,024
-714
4455
$86K ﹤0.01%
3,318
+161
4456
$86K ﹤0.01%
3,932
-3,282
4457
$86K ﹤0.01%
5,457
-9,525
4458
$86K ﹤0.01%
7,185
-3,408
4459
$86K ﹤0.01%
62,645
-45,602
4460
$85K ﹤0.01%
6,041
-1,532
4461
$85K ﹤0.01%
16,346
-3,241
4462
$85K ﹤0.01%
1,500
4463
$85K ﹤0.01%
166,070
-23,700
4464
$85K ﹤0.01%
1,076
-48
4465
$85K ﹤0.01%
3,243
-833
4466
$85K ﹤0.01%
1,640
-193
4467
$84K ﹤0.01%
4,819
+2,854
4468
$84K ﹤0.01%
9,190
+66
4469
$83K ﹤0.01%
2,510
-976
4470
$83K ﹤0.01%
2,813
+2,754
4471
$83K ﹤0.01%
9,750
-5,616
4472
$83K ﹤0.01%
+5,000
4473
$83K ﹤0.01%
18,100
4474
$82K ﹤0.01%
5,454
-18,210
4475
$82K ﹤0.01%
+5,000