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
651
$46.4M 0.02%
1,259,776
-144,064
652
$46.4M 0.02%
833,310
-13,696
653
$46.4M 0.02%
759,051
+491,536
654
$46.3M 0.02%
604,254
-10,147
655
$46.3M 0.02%
853,342
+98,854
656
$46.1M 0.02%
657,489
+608,488
657
$46M 0.02%
1,919,888
-274,221
658
$45.8M 0.02%
1,600,681
-430,945
659
$45.5M 0.02%
3,730,395
-108,661
660
$45.3M 0.02%
1,203,145
+487,641
661
$45M 0.02%
608,627
+511,493
662
$44.9M 0.02%
2,499,452
+380,493
663
$44.9M 0.02%
266,361
-29,920
664
$44.8M 0.02%
3,084,667
+498,346
665
$44.7M 0.02%
643,761
+321,396
666
$44.6M 0.02%
510,963
-17,656
667
$44.2M 0.02%
781,052
-58,125
668
$44.2M 0.02%
443,687
-40,657
669
$44.1M 0.02%
806,968
+210,743
670
$44.1M 0.02%
1,780,442
+158,757
671
$43.7M 0.02%
1,193,111
-19,659
672
$43.6M 0.02%
1,913,118
-126,786
673
$43.5M 0.02%
716,822
+21,328
674
$43.3M 0.02%
1,078,911
+839,533
675
$43.1M 0.02%
625,307
-354,559