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
1126
$17M 0.01%
256,425
-135,121
1127
$17M 0.01%
933,432
-160,692
1128
$17M 0.01%
28,870
-44,724
1129
$17M 0.01%
498,375
+97,036
1130
$17M 0.01%
835,097
+486,683
1131
$17M 0.01%
837,691
-471,915
1132
$17M 0.01%
478,625
+55,128
1133
$16.9M 0.01%
378,487
+112,408
1134
$16.9M 0.01%
316,424
-80,955
1135
$16.9M 0.01%
271,144
+71,570
1136
$16.9M 0.01%
940,575
-185,227
1137
$16.8M 0.01%
370,756
-122,334
1138
$16.7M 0.01%
553,518
-31,843
1139
$16.7M 0.01%
472,139
+145,509
1140
$16.7M 0.01%
1,508,631
+679,638
1141
$16.7M 0.01%
237,434
-3,280
1142
$16.7M 0.01%
281,477
+54,754
1143
$16.6M 0.01%
1,892,030
+37,971
1144
$16.6M 0.01%
199,142
+190,107
1145
$16.6M 0.01%
329,090
+1,301
1146
$16.5M 0.01%
463,250
-624
1147
$16.4M 0.01%
490,617
-26,081
1148
$16.4M 0.01%
493,606
+272,598
1149
$16.3M 0.01%
622,748
+236,585
1150
$16.3M 0.01%
228,476
-63,279