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
5026
$19K ﹤0.01%
966
-7,566
5027
$19K ﹤0.01%
7,164
-1,215
5028
$19K ﹤0.01%
1,370
-762
5029
$19K ﹤0.01%
1,622
-5,935
5030
$19K ﹤0.01%
223
-1,234
5031
$19K ﹤0.01%
519
+219
5032
$19K ﹤0.01%
12,175
-100
5033
$19K ﹤0.01%
1,284
-15,868
5034
$19K ﹤0.01%
836
5035
$19K ﹤0.01%
1,007
-3,312
5036
$19K ﹤0.01%
7,491
-314,813
5037
$19K ﹤0.01%
1,037
+662
5038
$19K ﹤0.01%
1,000
5039
$19K ﹤0.01%
225
-179
5040
$19K ﹤0.01%
1,677
-5,606
5041
$19K ﹤0.01%
4,269
+876
5042
$19K ﹤0.01%
503
-8
5043
$18K ﹤0.01%
6,048
5044
$18K ﹤0.01%
1,181
-13
5045
$18K ﹤0.01%
1,492
+973
5046
$18K ﹤0.01%
2,432
+32
5047
$18K ﹤0.01%
+1,050
5048
$18K ﹤0.01%
2,449
+59
5049
$18K ﹤0.01%
5,898
-10,793
5050
$18K ﹤0.01%
58
+8