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
4676
$50K ﹤0.01%
1,550
-11,833
4677
$50K ﹤0.01%
3,000
4678
$49K ﹤0.01%
1,405
-21
4679
$49K ﹤0.01%
2,362
-377
4680
$49K ﹤0.01%
1,689
-11,379
4681
$49K ﹤0.01%
21,050
+16,389
4682
$49K ﹤0.01%
1,635
4683
$49K ﹤0.01%
5,816
-2,301
4684
$49K ﹤0.01%
2,878
+227
4685
$49K ﹤0.01%
1,683
-842,114
4686
$48K ﹤0.01%
418
-144
4687
$48K ﹤0.01%
2,825
-14
4688
$48K ﹤0.01%
4,045
-4,300
4689
$48K ﹤0.01%
4,500
4690
$48K ﹤0.01%
3,956
-15,544
4691
$48K ﹤0.01%
1,500
-700
4692
$48K ﹤0.01%
2,855
-628
4693
0
4694
$47K ﹤0.01%
10
-136
4695
$47K ﹤0.01%
7,600
-20,068
4696
$47K ﹤0.01%
1,138
-812
4697
$47K ﹤0.01%
12,704
4698
$47K ﹤0.01%
571
-344
4699
$47K ﹤0.01%
3,795
-644
4700
$47K ﹤0.01%
1,818
-5,013