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
4601
$61K ﹤0.01%
+3,000
4602
$61K ﹤0.01%
4,967
+1,267
4603
$61K ﹤0.01%
3,400
-3,801
4604
$61K ﹤0.01%
1,567
-1,099
4605
$60K ﹤0.01%
3,168
-782
4606
$60K ﹤0.01%
1,958
-325
4607
$60K ﹤0.01%
12,000
+10,000
4608
$59K ﹤0.01%
1,614
-8,831
4609
$59K ﹤0.01%
2,039
+672
4610
$59K ﹤0.01%
1,124
4611
$59K ﹤0.01%
+10,000
4612
$59K ﹤0.01%
3,144
-1,332
4613
$58K ﹤0.01%
+3,799
4614
$58K ﹤0.01%
1,280
4615
$58K ﹤0.01%
2,510
-625
4616
$58K ﹤0.01%
20,500
-500
4617
$58K ﹤0.01%
404
-128
4618
$58K ﹤0.01%
105
-3,431
4619
$58K ﹤0.01%
25,037
-327
4620
$58K ﹤0.01%
116,526
+116,326
4621
$58K ﹤0.01%
8,585
+551
4622
$58K ﹤0.01%
2,745
+2,445
4623
$58K ﹤0.01%
6,261
-15,155
4624
$57K ﹤0.01%
2,256
+1,229
4625
$57K ﹤0.01%
3,800
-1,350