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
451
$88.2M 0.03%
2,387,334
+727,249
452
$88M 0.03%
774,804
-62,120
453
$87.5M 0.03%
3,470,860
-2,264,916
454
$87.5M 0.03%
1,856,430
-124,947
455
$86.2M 0.03%
1,255,528
+333,930
456
$86.1M 0.03%
1,012,787
+65,686
457
$85.4M 0.03%
2,030,522
-11,470
458
$84.8M 0.03%
2,606,495
+252,695
459
$84.5M 0.03%
792,405
+95,897
460
$84.4M 0.03%
833,423
-6,131
461
$84.4M 0.03%
1,139,814
+205,731
462
$84M 0.03%
2,367,163
+345,041
463
$84M 0.03%
1,800,034
-666,632
464
$83.7M 0.03%
784,819
+124,991
465
$83.4M 0.03%
2,789,293
-697,961
466
$83.3M 0.03%
2,083,688
+5,902
467
$83M 0.03%
858,554
-86,140
468
$82.8M 0.03%
2,167,076
-184,856
469
$82.7M 0.03%
2,283,722
-287,723
470
$82.5M 0.03%
1,140,129
-103,543
471
$82.2M 0.03%
3,969,021
+1,326,400
472
$82.2M 0.03%
1,059,633
-238,818
473
$81.8M 0.03%
1,962,302
+525,677
474
$81.6M 0.03%
3,124,725
+820,546
475
$81.5M 0.03%
14,618,364
-13,772,302