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
1076
$18.9M 0.01%
253,690
+39,246
1077
$18.9M 0.01%
259,824
+27,320
1078
$18.7M 0.01%
433,532
-14,010
1079
$18.7M 0.01%
2,331,030
+1,290,530
1080
$18.7M 0.01%
459,299
+64,781
1081
$18.6M 0.01%
335,551
-1,866,702
1082
$18.5M 0.01%
406,834
+65,465
1083
$18.4M 0.01%
1,036,597
-107,698
1084
$18.4M 0.01%
203,605
-41,798
1085
$18.4M 0.01%
111,687
+64,782
1086
$18.4M 0.01%
1,400,288
-333,887
1087
$18.3M 0.01%
440,411
-51,548
1088
$18.2M 0.01%
227,876
+102,763
1089
$18.2M 0.01%
840,532
+223,384
1090
$18.1M 0.01%
395,375
+22,479
1091
$18.1M 0.01%
213,032
-19,315
1092
$18.1M 0.01%
545,064
-10,869
1093
$18M 0.01%
384,939
+63,475
1094
$18M 0.01%
225,935
+73,310
1095
$18M 0.01%
345,172
+120,786
1096
$18M 0.01%
507,195
+243,498
1097
$18M 0.01%
577,972
+52,333
1098
$17.9M 0.01%
2,640,040
+78,984
1099
$17.8M 0.01%
539,567
+144,757
1100
$17.7M 0.01%
422,495
+251,277