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
776
$33.7M 0.01%
809,603
-103,036
777
$33.6M 0.01%
314,679
+21,197
778
$33.6M 0.01%
14,109
+311
779
$33.5M 0.01%
1,532,916
+418,579
780
$33.4M 0.01%
1,393,522
-83,971
781
$33.3M 0.01%
700,559
-132,642
782
$33.1M 0.01%
769,989
-482,929
783
$33.1M 0.01%
3,573,869
+769,508
784
$33M 0.01%
401,698
+204,901
785
$32.9M 0.01%
2,846,061
+450,095
786
$32.7M 0.01%
2,525,010
+42,130
787
$32.7M 0.01%
789,749
-418,193
788
$32.6M 0.01%
648,758
+20,416
789
$32.6M 0.01%
1,150,818
-183,243
790
$32.4M 0.01%
1,261,086
-109,191
791
$32.3M 0.01%
822,096
+114,460
792
$32M 0.01%
1,487,187
-38,780
793
$31.9M 0.01%
532,620
+114,812
794
$31.9M 0.01%
1,312,090
-72,589
795
$31.8M 0.01%
289,322
-37,700
796
$31.6M 0.01%
294,405
-83,622
797
$31.5M 0.01%
206,694
-3,618
798
$31.5M 0.01%
704,710
-501,665
799
$31.3M 0.01%
618,456
+80,902
800
$31.2M 0.01%
796,534
-404,057