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
701
$40.5M 0.02%
1,190,630
+449,863
702
$40.4M 0.02%
650,710
+364,254
703
$40.4M 0.02%
380,942
+183,942
704
$40.2M 0.01%
1,502,829
+63,067
705
$39.9M 0.01%
788,776
+144,073
706
$39.9M 0.01%
947,248
+153,965
707
$39.7M 0.01%
1,393,677
+174,897
708
$39.7M 0.01%
588,059
+148,337
709
$39.7M 0.01%
638,156
-24,803
710
$39.7M 0.01%
1,354,981
-380,976
711
$39.4M 0.01%
1,207,202
-157,446
712
$39.3M 0.01%
483,420
-358,089
713
$39M 0.01%
229,477
+133,039
714
$39M 0.01%
2,469,818
+89,423
715
$38.9M 0.01%
1,055,882
+190,295
716
$38.9M 0.01%
2,502,673
+66,872
717
$38.9M 0.01%
1,287,244
+718,704
718
$38.9M 0.01%
+1,230,682
719
$38.7M 0.01%
3,477,761
-257,275
720
$38.6M 0.01%
1,054,629
-684,013
721
$38.5M 0.01%
5,251,770
+249,431
722
$38.5M 0.01%
3,359,864
-757,616
723
$38.5M 0.01%
935,444
+633,087
724
$38.3M 0.01%
486,240
+196,814
725
$38.3M 0.01%
335,611
+73,369