Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
226
$220M 0.08%
1,771,623
+70,956
227
$220M 0.08%
2,884,700
-239,894
228
$219M 0.08%
2,029,635
+90,216
229
$219M 0.08%
4,830,353
-5,175,568
230
$219M 0.08%
4,311,924
+740,752
231
$218M 0.08%
2,510,214
-63,745
232
$218M 0.08%
5,375,304
+396,199
233
$217M 0.08%
8,747,924
+896,033
234
$216M 0.08%
2,140,881
-1,617,309
235
$213M 0.08%
3,606,416
+769,553
236
$211M 0.08%
4,638,968
-95,638
237
$211M 0.08%
2,805,578
+28,224
238
$211M 0.08%
4,935,057
+709,537
239
$210M 0.08%
4,322,151
-266,634
240
$209M 0.08%
10,515,663
-242,080
241
$209M 0.08%
6,312,212
-3,409,189
242
$208M 0.08%
5,671,770
-261,529
243
$207M 0.08%
2,438,028
-334,002
244
$206M 0.08%
1,834,554
-212,679
245
$205M 0.08%
2,159,641
+452,728
246
$203M 0.08%
2,441,635
-312,450
247
$202M 0.07%
8,099,209
+262,896
248
$201M 0.07%
2,750,964
-622,521
249
$201M 0.07%
4,569,366
+67,067
250
$201M 0.07%
1,914,491
-67,691