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
5051
$18K ﹤0.01%
+28,800
5052
$18K ﹤0.01%
12,500
+1,900
5053
$18K ﹤0.01%
+340
5054
$18K ﹤0.01%
2,385
-836
5055
$18K ﹤0.01%
+800
5056
$18K ﹤0.01%
+959
5057
$18K ﹤0.01%
615
-57,523
5058
$18K ﹤0.01%
725
+190
5059
$18K ﹤0.01%
1,200
-10,109
5060
$18K ﹤0.01%
1,180
5061
$18K ﹤0.01%
505
-340
5062
$18K ﹤0.01%
2,317
+2,254
5063
$18K ﹤0.01%
2,025
-7,285
5064
$18K ﹤0.01%
385
+350
5065
$18K ﹤0.01%
1,300
+1,000
5066
$18K ﹤0.01%
10,000
5067
$18K ﹤0.01%
14,781
-46
5068
$18K ﹤0.01%
7,351
-12,810
5069
$18K ﹤0.01%
2,058
-9
5070
$17K ﹤0.01%
2,163
-1,937
5071
$17K ﹤0.01%
543
-424
5072
$17K ﹤0.01%
2,200
+2,152
5073
$17K ﹤0.01%
2,500
-14,891
5074
$17K ﹤0.01%
1,225
+9
5075
$17K ﹤0.01%
700