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
601
$53.7M 0.02%
777,104
-17,831
602
$53.7M 0.02%
820,910
+403,448
603
$53.6M 0.02%
1,949,163
-289,545
604
$53.6M 0.02%
1,385,747
-216,355
605
$53.3M 0.02%
689,919
+148,449
606
$53.3M 0.02%
976,761
+91,165
607
$53.2M 0.02%
1,294,724
-282,803
608
$53.1M 0.02%
2,129,948
+287,506
609
$53M 0.02%
1,163,785
-138,484
610
$52.3M 0.02%
700,668
-21,912
611
$52.3M 0.02%
721,645
+234,300
612
$52.2M 0.02%
1,000,159
+189,602
613
$52.1M 0.02%
1,811,480
-293,136
614
$52.1M 0.02%
970,740
+15,332
615
$52.1M 0.02%
6,536,613
-181,885
616
$52M 0.02%
1,362,481
-561,262
617
$51.8M 0.02%
769,644
-112,246
618
$51.8M 0.02%
1,827,259
+23,136
619
$51.5M 0.02%
916,631
+183,220
620
$51.4M 0.02%
784,098
-69,799
621
$51.2M 0.02%
582,013
-9,970
622
$51.2M 0.02%
1,643,690
+642,782
623
$51M 0.02%
3,065,370
-32,045
624
$50.1M 0.02%
1,053,954
+336,534
625
$49.7M 0.02%
1,135,832
+383,665