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
5001
$21K ﹤0.01%
1,200
+500
5002
$21K ﹤0.01%
1,481
+886
5003
$21K ﹤0.01%
441
-392
5004
$21K ﹤0.01%
1,013
-3
5005
$21K ﹤0.01%
1,621
-8,500
5006
$21K ﹤0.01%
4,300
+4,257
5007
$21K ﹤0.01%
10,000
-5,000
5008
$21K ﹤0.01%
300
-1,948
5009
$21K ﹤0.01%
10,000
-24
5010
$21K ﹤0.01%
108
+21
5011
$21K ﹤0.01%
+1
5012
$21K ﹤0.01%
+1,000
5013
$20K ﹤0.01%
+343
5014
$20K ﹤0.01%
1,182
-491
5015
$20K ﹤0.01%
260
-25
5016
$20K ﹤0.01%
219
-931
5017
$20K ﹤0.01%
396
5018
$20K ﹤0.01%
4,000
5019
$20K ﹤0.01%
725
-231,363
5020
$20K ﹤0.01%
10,100
-300
5021
$20K ﹤0.01%
12,250
-56,592
5022
$20K ﹤0.01%
+400
5023
$20K ﹤0.01%
2,877
-2,685
5024
$20K ﹤0.01%
1,000
5025
$20K ﹤0.01%
1,682