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
326
$147M 0.05%
1,903,702
-332,778
327
$146M 0.05%
7,622,805
+592,630
328
$143M 0.05%
1,581,431
-21,262
329
$141M 0.05%
3,250,096
+511,161
330
$141M 0.05%
2,150,328
+998,234
331
$141M 0.05%
2,466,552
+554,071
332
$141M 0.05%
2,844,190
+1,162,494
333
$141M 0.05%
1,724,334
+198,524
334
$141M 0.05%
4,435,090
+252,313
335
$141M 0.05%
4,584,936
+2,983,542
336
$140M 0.05%
10,016,978
-19,363
337
$140M 0.05%
3,403,422
-128,746
338
$140M 0.05%
2,582,426
-787,282
339
$139M 0.05%
675,929
+200,831
340
$139M 0.05%
1,750,754
+1,269,561
341
$137M 0.05%
13,896,720
+1,962,855
342
$137M 0.05%
1,759,799
+41,829
343
$137M 0.05%
2,136,948
+231,919
344
$136M 0.05%
4,647,409
-221,506
345
$136M 0.05%
2,419,249
-100,331
346
$136M 0.05%
624,263
+438,052
347
$134M 0.05%
3,833,718
+190,862
348
$133M 0.05%
5,160,178
+2,094,971
349
$133M 0.05%
4,866,216
+1,437,772
350
$133M 0.05%
1,163,895
+23,205