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
976
$22.5M 0.01%
781,542
+54,793
977
$22.5M 0.01%
342,499
-1,250
978
$22.4M 0.01%
162,183
+27,027
979
$22.4M 0.01%
229,929
-73,822
980
$22.3M 0.01%
530,502
+79,791
981
$22.3M 0.01%
410,405
+66,788
982
$22.2M 0.01%
483,329
+157,707
983
$22.2M 0.01%
266,322
+102,734
984
$22.1M 0.01%
465,711
+7,827
985
$22.1M 0.01%
908,107
+37,134
986
$22.1M 0.01%
1,089,393
+194,442
987
$22M 0.01%
186,108
-96,563
988
$21.9M 0.01%
2,083,964
-62,382
989
$21.9M 0.01%
2,636,319
-79,441
990
$21.9M 0.01%
385,531
+60,267
991
$21.9M 0.01%
1,619,207
+24,096
992
$21.8M 0.01%
687,591
-399,501
993
$21.8M 0.01%
140,961
+117,096
994
$21.8M 0.01%
243,883
-45,807
995
$21.8M 0.01%
635,831
-170,682
996
$21.7M 0.01%
172,392
+63,208
997
$21.7M 0.01%
2,048,531
+715,478
998
$21.7M 0.01%
432,914
-128,401
999
$21.7M 0.01%
779,097
+60,804
1000
$21.7M 0.01%
393,252
-23,075