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
4726
$44K ﹤0.01%
+200
4727
$44K ﹤0.01%
4,660
-1,257
4728
$44K ﹤0.01%
2,687
-9,936
4729
$44K ﹤0.01%
1,816
-507
4730
$44K ﹤0.01%
1,751
+10
4731
$44K ﹤0.01%
45,285
-442
4732
$44K ﹤0.01%
1,032
+478
4733
$44K ﹤0.01%
1,889
-10,109
4734
$44K ﹤0.01%
10,275
+9,091
4735
$44K ﹤0.01%
7,264
+5,416
4736
$44K ﹤0.01%
3,387
-850
4737
$44K ﹤0.01%
1,435
-2,402
4738
$43K ﹤0.01%
2,756
+456
4739
$43K ﹤0.01%
2,623
-2,334
4740
$43K ﹤0.01%
1,549
-1,150
4741
$43K ﹤0.01%
+2,500
4742
$43K ﹤0.01%
15,200
-4,905
4743
$43K ﹤0.01%
4,271
4744
$43K ﹤0.01%
2,350
-2,844
4745
$42K ﹤0.01%
5
-2
4746
$42K ﹤0.01%
1,472
-1,989
4747
$42K ﹤0.01%
2,764
-14,656
4748
$42K ﹤0.01%
2,457
-32,678
4749
$42K ﹤0.01%
4,088
-26
4750
$42K ﹤0.01%
1,550
-692