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
576
$58.6M 0.02%
317,010
+42,387
577
$58.4M 0.02%
982,314
-294,998
578
$58.2M 0.02%
2,351,537
-1,740,102
579
$58M 0.02%
1,374,605
+174,528
580
$57.7M 0.02%
978,974
-342,281
581
$57.6M 0.02%
415,444
-144,102
582
$57.6M 0.02%
687,839
-36,499
583
$57.4M 0.02%
1,552,171
-17,549
584
$57.1M 0.02%
2,793,098
+157,186
585
$56.8M 0.02%
2,782,193
-439,752
586
$56.8M 0.02%
1,259,563
-62,061
587
$56.7M 0.02%
1,373,909
+527,713
588
$56.1M 0.02%
415,472
+20,155
589
$55.9M 0.02%
1,027,051
+196,181
590
$55.9M 0.02%
835,268
+143,255
591
$55.7M 0.02%
730,668
-122,762
592
$55.4M 0.02%
1,139,220
+215,442
593
$55.2M 0.02%
773,031
-155,066
594
$55.1M 0.02%
1,680,035
+77,089
595
$54.6M 0.02%
698,999
+194,352
596
$54.3M 0.02%
1,302,025
+57,029
597
$54.3M 0.02%
1,193,775
+129,676
598
$54M 0.02%
1,796,836
+427,309
599
$53.9M 0.02%
4,384,294
+2,877,891
600
$53.8M 0.02%
1,443,085
+47,828