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
376
$118M 0.04%
638,375
-138,429
377
$117M 0.04%
855,382
-390,331
378
$117M 0.04%
2,444,123
+72,650
379
$117M 0.04%
3,514,003
+3,065,432
380
$117M 0.04%
3,253,837
-956,070
381
$117M 0.04%
6,120,869
-779,500
382
$116M 0.04%
3,940,861
-30,489
383
$114M 0.04%
1,469,303
+131,697
384
$114M 0.04%
1,963,525
+1,388,088
385
$114M 0.04%
2,958,618
+366,798
386
$114M 0.04%
8,039,365
-377,800
387
$113M 0.04%
1,018,490
-154,016
388
$113M 0.04%
2,771,612
+2,086,292
389
$113M 0.04%
1,162,739
-391,555
390
$112M 0.04%
1,085,363
-46,943
391
$111M 0.04%
2,116,793
-101,296
392
$111M 0.04%
2,752,511
+478,737
393
$110M 0.04%
2,043,087
+390,038
394
$110M 0.04%
1,189,096
-29,320
395
$110M 0.04%
3,193,024
+85,052
396
$109M 0.04%
7,910,047
+2,569,704
397
$109M 0.04%
2,406,270
+699,164
398
$109M 0.04%
1,839,531
+643,416
399
$108M 0.04%
4,570,542
-1,527,771
400
$108M 0.04%
3,120,568
+323,936