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
876
$26.9M 0.01%
802,912
-76,525
877
$26.8M 0.01%
815,160
+564,282
878
$26.7M 0.01%
1,286,874
+163,137
879
$26.6M 0.01%
269,328
-45,289
880
$26.6M 0.01%
1,123,520
-382,146
881
$26.6M 0.01%
970,032
+353,968
882
$26.6M 0.01%
741,046
+157,526
883
$26.6M 0.01%
235,659
+11,689
884
$26.5M 0.01%
323,628
+24,040
885
$26.5M 0.01%
850,979
+90,623
886
$26.5M 0.01%
781,218
-220,872
887
$26.5M 0.01%
1,856,559
+197,786
888
$26.4M 0.01%
4,934,413
-3,736,275
889
$26.4M 0.01%
797,688
+331,001
890
$26.4M 0.01%
687,013
-115,991
891
$26.3M 0.01%
1,999,355
+692,994
892
$26.3M 0.01%
281,810
-147,533
893
$26.2M 0.01%
360,901
-28,165
894
$26.2M 0.01%
551,947
+476,767
895
$26.2M 0.01%
547,779
+8,909
896
$26.2M 0.01%
1,453,030
-825,450
897
$26.1M 0.01%
310,266
-39,554
898
$26.1M 0.01%
897,050
-195,559
899
$26M 0.01%
1,778,550
+489,195
900
$26M 0.01%
769,433
-40,957