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
801
$31.2M 0.01%
746,618
-34,470
802
$31.2M 0.01%
1,449,613
-256,826
803
$31.1M 0.01%
610,888
-21,755
804
$31.1M 0.01%
339,845
-271,461
805
$31.1M 0.01%
483,662
+28,388
806
$31.1M 0.01%
1,365,738
+341,883
807
$31.1M 0.01%
277,029
-61,766
808
$31M 0.01%
638,629
-179,719
809
$30.9M 0.01%
1,483
+520
810
$30.9M 0.01%
2,035,086
-79,392
811
$30.8M 0.01%
1,596,117
+247,176
812
$30.7M 0.01%
968,412
+580,781
813
$30.7M 0.01%
1,480,091
-34,340
814
$30.5M 0.01%
1,460,896
+165,352
815
$30.5M 0.01%
912,812
-383,480
816
$30.5M 0.01%
1,368,982
+369,979
817
$30.5M 0.01%
573,391
-90,001
818
$30.2M 0.01%
513,065
+15,899
819
$30.2M 0.01%
557,458
-62,834
820
$30.2M 0.01%
797,412
+4,062
821
$30.1M 0.01%
226,388
+58,007
822
$30M 0.01%
299,553
+99,577
823
$30M 0.01%
1,238,521
+268,995
824
$30M 0.01%
2,248,788
+289,844
825
$30M 0.01%
651,056
+265,911