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
501
$75.5M 0.03%
809,348
+499,410
502
$75.2M 0.03%
2,770,773
+624,622
503
$75.1M 0.03%
814,322
+332,422
504
$74.8M 0.03%
2,261,861
+1,655,045
505
$74.6M 0.03%
3,093,873
+269,039
506
$74.5M 0.03%
1,093,319
-41,680
507
$74.3M 0.03%
539,278
-23,988
508
$74.2M 0.03%
1,250,649
+234,398
509
$73.9M 0.03%
1,534,058
+75,652
510
$73.4M 0.03%
505,462
+134,374
511
$72.5M 0.03%
518,696
+101,535
512
$72.1M 0.03%
1,415,878
+266,715
513
$72.1M 0.03%
2,534,390
+200,811
514
$71.8M 0.03%
1,032,796
-96,789
515
$71.4M 0.03%
663,947
+304,303
516
$71.2M 0.03%
3,557,955
+276,912
517
$70.9M 0.03%
1,431,736
-77,791
518
$70.9M 0.03%
3,004,746
-1,050,172
519
$70.9M 0.03%
1,199,118
+917,487
520
$70.5M 0.03%
1,139,974
-513,288
521
$70.1M 0.03%
1,176,976
+84,810
522
$70.1M 0.03%
2,591,440
+1,807,292
523
$69.7M 0.03%
1,061,937
+285,392
524
$69.6M 0.03%
1,332,447
+527,536
525
$69.4M 0.03%
2,082,721
+1,772,558