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
4851
$32K ﹤0.01%
19,103
4852
$32K ﹤0.01%
1,248
-13,064
4853
$32K ﹤0.01%
1,421
-18
4854
$32K ﹤0.01%
+1,000
4855
$32K ﹤0.01%
2,231
+31
4856
$32K ﹤0.01%
1,283
-1,863
4857
$32K ﹤0.01%
2,094
+16
4858
$32K ﹤0.01%
+1,016
4859
$32K ﹤0.01%
1,015
+803
4860
$32K ﹤0.01%
7,332
4861
$32K ﹤0.01%
10,291
-13,185
4862
$32K ﹤0.01%
3,297
-17,544
4863
$32K ﹤0.01%
2,618
-6,066
4864
$32K ﹤0.01%
884
+878
4865
$31K ﹤0.01%
3,400
-14,250
4866
$31K ﹤0.01%
930
-945
4867
$31K ﹤0.01%
805
-11,789
4868
$31K ﹤0.01%
2,817
+2,762
4869
$31K ﹤0.01%
600
4870
$31K ﹤0.01%
22
+1
4871
$31K ﹤0.01%
900
+800
4872
$31K ﹤0.01%
8,220
-15,779
4873
$31K ﹤0.01%
1,382
-3,051
4874
$31K ﹤0.01%
36,755
-28,020
4875
$31K ﹤0.01%
1,150
+390