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
751
$35.9M 0.01%
3,752,176
+109,569
752
$35.8M 0.01%
616,740
+229,519
753
$35.7M 0.01%
759,547
-142,698
754
$35.4M 0.01%
2,006,422
+101,121
755
$35.3M 0.01%
1,661,421
+388,865
756
$35.3M 0.01%
6,410,120
+1,131,330
757
$35.1M 0.01%
935,761
+7,937
758
$34.9M 0.01%
621,402
-313,953
759
$34.8M 0.01%
626,339
+290,781
760
$34.7M 0.01%
1,440,184
+208,931
761
$34.5M 0.01%
2,219,716
+1,223,752
762
$34.5M 0.01%
488,253
+22,902
763
$34.5M 0.01%
1,863,123
-254,003
764
$34.5M 0.01%
313,085
-361
765
$34.3M 0.01%
1,865,277
+230,360
766
$34.2M 0.01%
357,784
+53,069
767
$34.2M 0.01%
770,496
-170,475
768
$34.2M 0.01%
1,969,147
+190,793
769
$34.1M 0.01%
3,000,900
-10,950
770
$34M 0.01%
758,402
-95,124
771
$34M 0.01%
473,396
+48,115
772
$33.9M 0.01%
27,538
+5,242
773
$33.9M 0.01%
1,311,558
+742,168
774
$33.8M 0.01%
769,922
+56,631
775
$33.7M 0.01%
361,374
+38,191