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
4826
$35K ﹤0.01%
+13,120
4827
$35K ﹤0.01%
3,300
4828
$35K ﹤0.01%
1,288
-2,119
4829
$35K ﹤0.01%
4,661
-14,200
4830
$35K ﹤0.01%
4,909
-113
4831
$35K ﹤0.01%
3,740
+180
4832
$34K ﹤0.01%
1,260
-1,283
4833
$34K ﹤0.01%
4,731
-11,450
4834
$34K ﹤0.01%
1
4835
$34K ﹤0.01%
1,183
-7,847
4836
$34K ﹤0.01%
2,905
-234
4837
$34K ﹤0.01%
7,134
4838
$34K ﹤0.01%
1,907
+1,140
4839
$34K ﹤0.01%
750
4840
$34K ﹤0.01%
+1,147
4841
$33K ﹤0.01%
1,520
+489
4842
$33K ﹤0.01%
1,272
-248
4843
$33K ﹤0.01%
25,859
-1,034
4844
$33K ﹤0.01%
1,151
-5,129
4845
$33K ﹤0.01%
1,487
-7,042
4846
$33K ﹤0.01%
7,408
-2,347
4847
$33K ﹤0.01%
425
+157
4848
$33K ﹤0.01%
2,374
-1,228
4849
$32K ﹤0.01%
865
-7,547
4850
$32K ﹤0.01%
1,148
+773