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
1151
$16.3M 0.01%
133,941
+2
1152
$16.2M 0.01%
329,615
+40,535
1153
$16.1M 0.01%
1,391,987
-1,246,948
1154
$16.1M 0.01%
71,343
+24,064
1155
$16.1M 0.01%
268,026
-52,374
1156
$16.1M 0.01%
535,384
-13,584
1157
$16M 0.01%
1,129,375
-116,418
1158
$16M 0.01%
212,031
-7,710
1159
$15.9M 0.01%
300,668
-196,345
1160
$15.9M 0.01%
463,579
-239,800
1161
$15.8M 0.01%
229,973
-206,520
1162
$15.8M 0.01%
2,147,260
+215,712
1163
$15.7M 0.01%
321,947
-466
1164
$15.6M 0.01%
+542,291
1165
$15.6M 0.01%
1,571,848
+31,870
1166
$15.6M 0.01%
520,146
+103,853
1167
$15.6M 0.01%
307,642
+341
1168
$15.6M 0.01%
347,900
+23,704
1169
$15.5M 0.01%
204,035
-18,285
1170
$15.5M 0.01%
314,203
+34,915
1171
$15.4M 0.01%
870,998
-212,019
1172
$15.3M 0.01%
533,294
+39,856
1173
$15.3M 0.01%
458,836
+176,870
1174
$15.3M 0.01%
578,869
+200,518
1175
$15.2M 0.01%
153,394
-574