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
1101
$17.7M 0.01%
274,108
+31,729
1102
$17.7M 0.01%
588,086
-27
1103
$17.6M 0.01%
274,280
+70,400
1104
$17.6M 0.01%
462,587
-222,439
1105
$17.6M 0.01%
470,944
+39,941
1106
$17.6M 0.01%
317,885
-497,054
1107
$17.5M 0.01%
580,290
-128,807
1108
$17.5M 0.01%
162,756
-27,065
1109
$17.5M 0.01%
1,288,965
-33,281
1110
$17.5M 0.01%
752,560
-590
1111
$17.5M 0.01%
354,665
+141,817
1112
$17.4M 0.01%
395,823
-31,523
1113
$17.4M 0.01%
1,190,810
-455,394
1114
$17.4M 0.01%
357,251
+13,679
1115
$17.3M 0.01%
395,319
-755,196
1116
$17.3M 0.01%
388,271
+323,811
1117
$17.3M 0.01%
4,436,563
-4,179,674
1118
$17.2M 0.01%
632,620
+91,946
1119
$17.2M 0.01%
40,425
+27,655
1120
$17.2M 0.01%
598,780
+273,154
1121
$17.2M 0.01%
161,128
-26,082
1122
$17.1M 0.01%
295,873
-121,233
1123
$17.1M 0.01%
387,775
-72,091
1124
$17.1M 0.01%
418,729
+387,302
1125
$17.1M 0.01%
1,482,200
-975,248