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
4526
$74K ﹤0.01%
1,528
-4
4527
$73K ﹤0.01%
+1,800
4528
$73K ﹤0.01%
2,613
-19,686
4529
$73K ﹤0.01%
+2,393
4530
$73K ﹤0.01%
1,502
-557
4531
$72K ﹤0.01%
6,787
-14,513
4532
$72K ﹤0.01%
5,274
+2,663
4533
$72K ﹤0.01%
1,000
+970
4534
$72K ﹤0.01%
7,941
-5,080
4535
$72K ﹤0.01%
4,689
+2,000
4536
$72K ﹤0.01%
9,869
-13,773
4537
$71K ﹤0.01%
+2,846
4538
$71K ﹤0.01%
4,000
4539
$71K ﹤0.01%
1,300
-149,600
4540
$71K ﹤0.01%
7,501
-4,999
4541
$71K ﹤0.01%
9,388
-200
4542
$71K ﹤0.01%
1,657
-20,101
4543
$70K ﹤0.01%
22,843
4544
$70K ﹤0.01%
1,494
+489
4545
$70K ﹤0.01%
+6,000
4546
$70K ﹤0.01%
135
+30
4547
$70K ﹤0.01%
3,775
4548
$70K ﹤0.01%
2,000
-1,603
4549
$70K ﹤0.01%
2,051
-27,244
4550
$69K ﹤0.01%
317
-10,507