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
1026
$20.7M 0.01%
605,392
+89,972
1027
$20.7M 0.01%
764,007
+15,546
1028
$20.6M 0.01%
446,977
+150,938
1029
$20.6M 0.01%
470,083
-163,786
1030
$20.6M 0.01%
195,273
-152,041
1031
$20.5M 0.01%
662,131
+31,183
1032
$20.5M 0.01%
857,004
-43,576
1033
$20.4M 0.01%
373,981
+62,447
1034
$20.4M 0.01%
29,850
+51
1035
$20.4M 0.01%
246,429
-467,282
1036
$20.4M 0.01%
320,922
+270,908
1037
$20.4M 0.01%
749,715
+24,924
1038
$20.4M 0.01%
201,540
-70,039
1039
$20.3M 0.01%
286,801
-106,861
1040
$20.2M 0.01%
1,137,388
+402,850
1041
$20.1M 0.01%
400,355
-31,301
1042
$20.1M 0.01%
667,280
-46,612
1043
$20.1M 0.01%
647,161
-430,124
1044
$20.1M 0.01%
3,758,792
-2,142,292
1045
$20M 0.01%
219,159
-117,438
1046
$20M 0.01%
645,380
+34,476
1047
$20M 0.01%
318,332
+186,883
1048
$19.9M 0.01%
910,814
+81,846
1049
$19.9M 0.01%
1,955,936
-85,198
1050
$19.9M 0.01%
710,121
-145,871