Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
76
$640M 0.24%
6,474,134
-374,899
77
$638M 0.24%
25,513,408
+3,715,308
78
$636M 0.24%
32,406,029
+1,408,572
79
$632M 0.23%
8,615,677
-706,457
80
$631M 0.23%
8,433,142
+551,108
81
$629M 0.23%
16,807,860
-463,793
82
$626M 0.23%
14,527,449
-1,579,266
83
$620M 0.23%
6,243,578
-205,692
84
$619M 0.23%
3,793,972
+2,000,284
85
$608M 0.23%
15,702,668
+1,199,020
86
$606M 0.23%
18,571,048
+4,491,304
87
$602M 0.22%
2,401,424
+37,546
88
$598M 0.22%
6,887,608
-66,152
89
$593M 0.22%
6,103,897
+4,188,244
90
$586M 0.22%
10,820,368
+908,739
91
$586M 0.22%
13,759,936
+351,820
92
$586M 0.22%
22,438,945
+313,953
93
$583M 0.22%
9,007,995
+955,076
94
$573M 0.21%
20,910,205
-1,327,906
95
$572M 0.21%
16,545,373
+5,285,807
96
$564M 0.21%
12,533,674
+7,927,658
97
$551M 0.2%
10,009,178
-290,660
98
$544M 0.2%
13,126,583
+345,732
99
$538M 0.2%
4,357,512
-287,440
100
$536M 0.2%
11,009,949
-788,791