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
851
$28.4M 0.01%
618,068
+199,100
852
$28.2M 0.01%
1,426,969
-241,823
853
$28.2M 0.01%
827,700
-99,213
854
$28.1M 0.01%
854,577
+63,010
855
$27.8M 0.01%
869,442
-222,893
856
$27.8M 0.01%
335,319
+9,509
857
$27.8M 0.01%
442,369
-141,001
858
$27.7M 0.01%
1,095,271
-24,586
859
$27.7M 0.01%
761,144
-353,103
860
$27.7M 0.01%
1,431,292
+826,638
861
$27.7M 0.01%
1,386,387
-481,830
862
$27.7M 0.01%
331,913
-5,308
863
$27.7M 0.01%
225,874
+18,128
864
$27.7M 0.01%
455,458
+18,041
865
$27.6M 0.01%
1,162,675
-106,783
866
$27.6M 0.01%
1,689,375
+415,355
867
$27.6M 0.01%
2,041,469
+118,050
868
$27.6M 0.01%
562,202
+33,093
869
$27.5M 0.01%
1,902,993
+37,924
870
$27.5M 0.01%
2,718,772
+18,914
871
$27.3M 0.01%
647,259
+23,136
872
$27.3M 0.01%
1,333,276
+181,748
873
$27.2M 0.01%
1,593,447
+246,916
874
$27.1M 0.01%
950,792
+30,755
875
$26.9M 0.01%
428,654
-23,321