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
476
$81.3M 0.03%
1,726,987
+343,953
477
$81M 0.03%
2,391,525
+1,548,395
478
$81M 0.03%
997,249
-564,753
479
$80.5M 0.03%
1,421,913
+7,464
480
$80.2M 0.03%
1,723,066
-655,296
481
$80.2M 0.03%
1,742,827
-76,867
482
$79.6M 0.03%
1,322,792
-33,244
483
$79.1M 0.03%
1,506,120
+193,194
484
$78.2M 0.03%
324,770
-1,122
485
$78.1M 0.03%
1,496,850
+99,893
486
$77.8M 0.03%
1,398,613
+7,003
487
$77.8M 0.03%
1,096,249
-69,377
488
$77.7M 0.03%
2,973,059
-695,836
489
$77.4M 0.03%
6,965,425
-636,022
490
$77.3M 0.03%
2,988,682
-850,174
491
$77.2M 0.03%
1,049,102
+188,412
492
$77.1M 0.03%
1,062,182
+135,440
493
$76.9M 0.03%
2,564,928
+1,790,429
494
$76.8M 0.03%
591,404
+17,719
495
$76.7M 0.03%
834,786
-10,225
496
$76.6M 0.03%
2,171,774
-187,104
497
$76.4M 0.03%
2,539,200
+194,920
498
$76.4M 0.03%
3,113,518
+165,141
499
$76.3M 0.03%
2,859,276
-40,461
500
$75.8M 0.03%
10,230,832
+147,803