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
26
$1.39B 0.51%
29,141,995
+5,883,515
27
$1.37B 0.51%
14,676,107
-617,414
28
$1.32B 0.49%
19,579,780
+1,288,209
29
$1.31B 0.49%
17,852,434
-5,771,525
30
$1.3B 0.48%
50,283,205
-337,001
31
$1.25B 0.47%
12,846,910
-933,861
32
$1.25B 0.46%
49,036,296
+1,107,201
33
$1.16B 0.43%
43,872,061
+887,648
34
$1.14B 0.42%
6,050,110
-1,997,297
35
$1.13B 0.42%
29,317,979
+2,844,608
36
$1.12B 0.42%
40,431,822
+110,251
37
$1.12B 0.41%
11,474,098
+183,313
38
$1.07B 0.4%
15,968,727
-178,030
39
$1.05B 0.39%
13,501,854
+421,844
40
$1.03B 0.38%
12,579,330
-1,068,239
41
$1.02B 0.38%
9,654,426
+602,701
42
$1.02B 0.38%
18,764,599
-168,993
43
$1.01B 0.38%
11,377,860
+1,441,349
44
$966M 0.36%
18,791,952
+235,298
45
$966M 0.36%
10,552,208
-792,275
46
$964M 0.36%
12,814,674
-457,064
47
$958M 0.36%
9,931,096
+208,619
48
$953M 0.35%
10,779,893
-301,611
49
$952M 0.35%
11,894,881
+586,864
50
$948M 0.35%
8,361,547
-645,168
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