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
401
$107M 0.04%
508,620
-41,021
402
$106M 0.04%
1,279,230
-85,457
403
$106M 0.04%
5,448,849
+44,720
404
$106M 0.04%
2,189,300
+272,167
405
$106M 0.04%
1,214,194
+150,854
406
$106M 0.04%
2,430,660
-177,170
407
$105M 0.04%
196,382
-1,191
408
$104M 0.04%
2,514,214
+1,558,256
409
$104M 0.04%
4,458,923
-2,728,011
410
$104M 0.04%
1,761,867
+516,011
411
$103M 0.04%
2,117,313
+81,062
412
$103M 0.04%
1,770,477
-228,460
413
$103M 0.04%
20,470,030
+2,824,500
414
$103M 0.04%
7,195,065
-820,495
415
$102M 0.04%
1,558,520
+13,495
416
$102M 0.04%
1,008,296
-14,251
417
$101M 0.04%
1,946,835
-188,915
418
$101M 0.04%
1,398,325
-533,608
419
$101M 0.04%
2,352,530
+118,819
420
$101M 0.04%
2,793,407
-476,712
421
$101M 0.04%
3,135,893
+85,354
422
$100M 0.04%
3,131,522
+42,046
423
$99.8M 0.04%
1,973,961
+169,145
424
$99.3M 0.04%
1,959,941
-59,286
425
$99M 0.04%
1,194,846
+47,167