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
4751
$42K ﹤0.01%
1,500
4752
$42K ﹤0.01%
4,271
+633
4753
$42K ﹤0.01%
24,000
-11,246
4754
$42K ﹤0.01%
1,549
-5,608
4755
$41K ﹤0.01%
4,571
-2,100
4756
$41K ﹤0.01%
770
4757
$41K ﹤0.01%
182
-566
4758
$41K ﹤0.01%
892
+160
4759
$41K ﹤0.01%
3,204
4760
$41K ﹤0.01%
3,791
-54,336
4761
$41K ﹤0.01%
1,161
-1,586
4762
$41K ﹤0.01%
2,250
-375
4763
$41K ﹤0.01%
15,094
+81
4764
$41K ﹤0.01%
13,700
-4,900
4765
$41K ﹤0.01%
1,965
+30
4766
$41K ﹤0.01%
+3,020
4767
$41K ﹤0.01%
1,230
+430
4768
$40K ﹤0.01%
1,604
-2,242
4769
$40K ﹤0.01%
17,600
+4,053
4770
$40K ﹤0.01%
1,530
-30,300
4771
$40K ﹤0.01%
+1,250
4772
$40K ﹤0.01%
5,000
-464
4773
$40K ﹤0.01%
1,323
-1,186
4774
$40K ﹤0.01%
1,824
-1,604
4775
$40K ﹤0.01%
1,661
-324