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
1051
$19.8M 0.01%
272,846
-365,024
1052
$19.8M 0.01%
463,879
+55,301
1053
$19.8M 0.01%
610,738
+135,062
1054
$19.7M 0.01%
67,497
-6,554
1055
$19.6M 0.01%
1,050,785
+493,608
1056
$19.6M 0.01%
430,372
+67,280
1057
$19.6M 0.01%
432,449
+65,201
1058
$19.5M 0.01%
668,868
-182,526
1059
$19.5M 0.01%
294,946
-62,020
1060
$19.5M 0.01%
909,221
+299,955
1061
$19.5M 0.01%
864,741
-413,057
1062
$19.4M 0.01%
649,034
-139,017
1063
$19.4M 0.01%
861,051
-25,154
1064
$19.3M 0.01%
743,592
+116,686
1065
$19.3M 0.01%
173,381
-24,395
1066
$19.3M 0.01%
474,095
+63,648
1067
$19.3M 0.01%
1,056,948
+188,143
1068
$19.1M 0.01%
352,614
+53,151
1069
$19.1M 0.01%
151,948
+25,309
1070
$19.1M 0.01%
239,588
-198,144
1071
$19.1M 0.01%
336,688
+61,376
1072
$19M 0.01%
368,832
+13,758
1073
$19M 0.01%
670,193
+161,405
1074
$19M 0.01%
416,007
-30,369
1075
$18.9M 0.01%
4,346,383
-1,804,949