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
626
$49.7M 0.02%
1,385,503
+419,927
627
$49.7M 0.02%
465,669
-165,251
628
$49.6M 0.02%
2,015,825
+144,840
629
$49.6M 0.02%
3,696,680
+3,340,236
630
$49.5M 0.02%
838,078
-213,099
631
$49.4M 0.02%
1,034,166
+10,683
632
$49.1M 0.02%
725,657
+41,927
633
$48.9M 0.02%
2,139,300
-1,149,033
634
$48.6M 0.02%
834,137
+313,831
635
$48.5M 0.02%
533,258
-13,887
636
$48.3M 0.02%
445,766
+38,077
637
$48.1M 0.02%
904,579
+93,524
638
$48.1M 0.02%
467,198
-5,545
639
$47.9M 0.02%
2,740,169
-254,218
640
$47.9M 0.02%
1,760,100
+803,684
641
$47.9M 0.02%
1,269,779
+290,287
642
$47.8M 0.02%
1,238,973
-131,510
643
$47.7M 0.02%
1,250,926
-192,428
644
$47.5M 0.02%
761,017
-22,956
645
$47.5M 0.02%
965,730
-529,221
646
$47.4M 0.02%
657,506
+105,804
647
$47.2M 0.02%
2,152,105
+677,284
648
$47.2M 0.02%
3,349,350
-80,712
649
$47.1M 0.02%
504,510
-16,879
650
$46.8M 0.02%
3,285,797
+480,510