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
1001
$21.7M 0.01%
333,373
-26,875
1002
$21.7M 0.01%
640,326
-45,424
1003
$21.6M 0.01%
1,637,800
+744,545
1004
$21.5M 0.01%
2,495,482
-493,083
1005
$21.5M 0.01%
490,644
+284,524
1006
$21.3M 0.01%
404,324
+258,839
1007
$21.3M 0.01%
2,881,339
+9,409
1008
$21.3M 0.01%
605,956
+417,884
1009
$21.3M 0.01%
1,064,721
+20,201
1010
$21.2M 0.01%
822,484
-15,241,227
1011
$21.2M 0.01%
461,150
+117,156
1012
$21.2M 0.01%
64,161
+29,652
1013
$21.1M 0.01%
246,320
+127,277
1014
$21.1M 0.01%
216,343
+128,552
1015
$21M 0.01%
1,691,320
1016
$21M 0.01%
4,181,632
-1,156,639
1017
$21M 0.01%
489,162
-49,740
1018
$21M 0.01%
196,255
+14,891
1019
$20.9M 0.01%
+1,066,819
1020
$20.9M 0.01%
88,549
+21,496
1021
$20.8M 0.01%
358,300
-147,648
1022
$20.7M 0.01%
283,500
-10,899
1023
$20.7M 0.01%
365,620
+54,503
1024
$20.7M 0.01%
543,323
+480,250
1025
$20.7M 0.01%
1,964,847
+37,728