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
5176
$12K ﹤0.01%
500
-1,707
5177
$12K ﹤0.01%
991
+12
5178
$12K ﹤0.01%
1,000
5179
$12K ﹤0.01%
407
+307
5180
$12K ﹤0.01%
343
-5,005
5181
$12K ﹤0.01%
1,000
-29
5182
$12K ﹤0.01%
650
5183
$12K ﹤0.01%
+1,250
5184
$12K ﹤0.01%
1,015
-100
5185
$12K ﹤0.01%
+2
5186
$11K ﹤0.01%
+500
5187
$11K ﹤0.01%
1,500
5188
$11K ﹤0.01%
2,216
+66
5189
$11K ﹤0.01%
968
-1,132
5190
$11K ﹤0.01%
182
-318
5191
$11K ﹤0.01%
+200
5192
$11K ﹤0.01%
452
+95
5193
$11K ﹤0.01%
435
-2,217
5194
$11K ﹤0.01%
10,502
-282
5195
$11K ﹤0.01%
3,558
5196
$11K ﹤0.01%
679
-389
5197
$11K ﹤0.01%
2,330
5198
$11K ﹤0.01%
3,906
+2,315
5199
$11K ﹤0.01%
429
-216,879
5200
$11K ﹤0.01%
+500