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
301
$160M 0.06%
18,653,004
+4,618,119
302
$159M 0.06%
2,402,614
+283,582
303
$158M 0.06%
4,567,412
+2,132,292
304
$158M 0.06%
1,475,240
-225,995
305
$158M 0.06%
3,392,714
-290,666
306
$158M 0.06%
2,555,330
+99,116
307
$158M 0.06%
1,894,229
+1,321,647
308
$158M 0.06%
2,889,288
+74,220
309
$157M 0.06%
1,487,501
-1,440,301
310
$157M 0.06%
5,317,673
-508,830
311
$157M 0.06%
2,680,342
+18,126
312
$157M 0.06%
4,966,012
-658,110
313
$156M 0.06%
2,772,456
+25,641
314
$156M 0.06%
1,301,154
+211,964
315
$155M 0.06%
1,828,241
+21,827
316
$155M 0.06%
3,658,365
+574,824
317
$154M 0.06%
3,736,940
+468,974
318
$152M 0.06%
1,874,100
+44,248
319
$151M 0.06%
1,370,596
+75,502
320
$150M 0.06%
2,390,001
+247,578
321
$148M 0.06%
5,122,649
-195,854
322
$148M 0.06%
586,228
+3,266
323
$148M 0.05%
585,270
-65,768
324
$147M 0.05%
1,447,630
+299,170
325
$147M 0.05%
4,601,838
-949,472