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
426
$98.3M 0.04%
1,808,027
-246,309
427
$98.2M 0.04%
4,277,208
+963,068
428
$98M 0.04%
2,331,642
-94,837
429
$97.8M 0.04%
2,874,807
-597,574
430
$97.5M 0.04%
1,345,432
+162,194
431
$97.3M 0.04%
2,311,981
-130,282
432
$97.3M 0.04%
4,900,805
+212,490
433
$96.8M 0.04%
7,773,509
+2,180,870
434
$96.7M 0.04%
1,962,338
-30,818
435
$95.6M 0.04%
2,414,205
+1,295,356
436
$94.3M 0.04%
3,996,270
-426,711
437
$94.1M 0.03%
1,324,468
+185,331
438
$93.3M 0.03%
2,056,334
+167,419
439
$92.7M 0.03%
2,105,360
-161,788
440
$91.5M 0.03%
2,107,906
-2,989,303
441
$90.9M 0.03%
3,161,383
-44,028
442
$90.5M 0.03%
1,939,962
+906,789
443
$90.5M 0.03%
1,108,577
-156,900
444
$90.1M 0.03%
1,574,271
-185,806
445
$90M 0.03%
846,693
+94,831
446
$89.5M 0.03%
1,853,789
+366,989
447
$89.3M 0.03%
1,140,270
+200,769
448
$88.9M 0.03%
2,219,228
-484,538
449
$88.8M 0.03%
2,832,197
+78,051
450
$88.7M 0.03%
1,358,361
-234,489