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
4651
$53K ﹤0.01%
6,924
-2,083
4652
$53K ﹤0.01%
1,771
+771
4653
$53K ﹤0.01%
1,807
+425
4654
$53K ﹤0.01%
5,000
+4,960
4655
$53K ﹤0.01%
3,585
+1,000
4656
$53K ﹤0.01%
3,760
4657
$53K ﹤0.01%
2,263
+1,263
4658
$52K ﹤0.01%
2
-1
4659
$52K ﹤0.01%
7,292
+3,193
4660
$52K ﹤0.01%
5,016
-6,108
4661
$52K ﹤0.01%
2,025
-1,567
4662
$52K ﹤0.01%
2,878
+227
4663
$52K ﹤0.01%
3,711
4664
$52K ﹤0.01%
8,627
-4,552
4665
$52K ﹤0.01%
3,670
4666
$51K ﹤0.01%
2,000
4667
$51K ﹤0.01%
7,983
4668
$51K ﹤0.01%
2,003
-6,373
4669
$51K ﹤0.01%
1,537
+97
4670
$51K ﹤0.01%
3,950
-700
4671
$51K ﹤0.01%
4,440
+4,406
4672
$51K ﹤0.01%
18,597
-80,284
4673
$50K ﹤0.01%
7,709
-8,175
4674
$50K ﹤0.01%
+1
4675
$50K ﹤0.01%
6,000
+5,305