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
4776
$40K ﹤0.01%
2,230
-11
4777
$39K ﹤0.01%
2,201
-315
4778
$39K ﹤0.01%
521
-1,646
4779
$39K ﹤0.01%
900
-100
4780
$39K ﹤0.01%
1,350
-7,682
4781
$39K ﹤0.01%
1,124
-3,187
4782
$39K ﹤0.01%
1,956
-4,561
4783
$39K ﹤0.01%
1,002
-693
4784
$39K ﹤0.01%
1,432
+920
4785
$38K ﹤0.01%
1,376
4786
$38K ﹤0.01%
1,517
-6,007
4787
$38K ﹤0.01%
2,380
-12,004
4788
$38K ﹤0.01%
9,000
-80
4789
$38K ﹤0.01%
1,213
-28,299
4790
$38K ﹤0.01%
2,997
+2,982
4791
$38K ﹤0.01%
+1,924
4792
$38K ﹤0.01%
1,100
-3,050
4793
$38K ﹤0.01%
1,597
-103
4794
$38K ﹤0.01%
10,466
-5,500
4795
$37K ﹤0.01%
3,124
-17
4796
$37K ﹤0.01%
580
-6,175
4797
$37K ﹤0.01%
570
-609
4798
$37K ﹤0.01%
+272
4799
$37K ﹤0.01%
1,500
4800
$37K ﹤0.01%
11,366
-102,152