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
351
$133M 0.05%
2,467,681
-176,418
352
$132M 0.05%
4,720,760
-483,115
353
$132M 0.05%
2,435,195
-51,428
354
$131M 0.05%
3,649,062
+1,394,753
355
$130M 0.05%
1,129,565
-868
356
$129M 0.05%
2,772,132
-185,995
357
$129M 0.05%
4,545,372
+2,108,948
358
$128M 0.05%
1,534,116
-205,734
359
$128M 0.05%
3,417,585
+274,467
360
$128M 0.05%
4,091,202
+425,959
361
$127M 0.05%
2,327,173
+708,838
362
$126M 0.05%
2,995,806
-2,164,054
363
$124M 0.05%
617,907
+9,906
364
$123M 0.05%
3,090,223
+540,656
365
$123M 0.05%
1,893,259
+300,908
366
$122M 0.05%
2,183,317
+89,703
367
$122M 0.05%
976,424
+56,638
368
$120M 0.04%
2,278,388
-23,643
369
$120M 0.04%
3,320,287
-674,543
370
$120M 0.04%
5,015,028
+1,095,078
371
$119M 0.04%
8,546,010
-15,887,880
372
$119M 0.04%
1,665,946
-28,402
373
$118M 0.04%
2,448,658
+20,006
374
$118M 0.04%
1,876,598
+80,789
375
$118M 0.04%
2,666,875
-265,482