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
4876
$31K ﹤0.01%
3,058
+1,229
4877
$30K ﹤0.01%
2,970
-579
4878
$30K ﹤0.01%
1,205
-440
4879
$30K ﹤0.01%
834
-182
4880
$30K ﹤0.01%
2,000
-326
4881
$30K ﹤0.01%
5,044
-4,138
4882
$30K ﹤0.01%
823
-37
4883
$30K ﹤0.01%
2,252
+177
4884
$30K ﹤0.01%
8,268
-7
4885
$30K ﹤0.01%
1,814
-1,765
4886
$30K ﹤0.01%
1,849
+1,068
4887
$29K ﹤0.01%
9,097
-5,010
4888
$29K ﹤0.01%
+600
4889
$29K ﹤0.01%
1,009
-1,919
4890
$29K ﹤0.01%
+1,163
4891
$29K ﹤0.01%
18,150
4892
$29K ﹤0.01%
2,167
-12
4893
$29K ﹤0.01%
+44,600
4894
$29K ﹤0.01%
1,799
-880
4895
$28K ﹤0.01%
1,240
+858
4896
$28K ﹤0.01%
1,575
+108
4897
$28K ﹤0.01%
3,137
+1,591
4898
$28K ﹤0.01%
1,017
-6,895
4899
$28K ﹤0.01%
1,700
+1,541
4900
$28K ﹤0.01%
1,592
-951