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
4801
$37K ﹤0.01%
3,222
-299
4802
$37K ﹤0.01%
2,707
-114
4803
$37K ﹤0.01%
12,399
-3,957
4804
$37K ﹤0.01%
+1,600
4805
$37K ﹤0.01%
2,477
-5,458
4806
$36K ﹤0.01%
643
-631
4807
$36K ﹤0.01%
1,000
-1
4808
$36K ﹤0.01%
2,508
+2,284
4809
$36K ﹤0.01%
2,693
4810
$36K ﹤0.01%
600
-700
4811
$36K ﹤0.01%
1,407
-1,309
4812
$36K ﹤0.01%
140,890
-1,000
4813
$36K ﹤0.01%
+100
4814
$36K ﹤0.01%
880
-2,974
4815
$36K ﹤0.01%
+133
4816
$36K ﹤0.01%
5,746
4817
$36K ﹤0.01%
3,415
-12
4818
$36K ﹤0.01%
1,200
-9
4819
$36K ﹤0.01%
4,545
-16,949
4820
$36K ﹤0.01%
1,934
-228,197
4821
$35K ﹤0.01%
5
+3
4822
$35K ﹤0.01%
2,143
-6,157
4823
$35K ﹤0.01%
439
-792
4824
$35K ﹤0.01%
2,162
-5,641
4825
$35K ﹤0.01%
3,200