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
1176
$15.2M 0.01%
500,000
1177
$15.2M 0.01%
205,857
-46,075
1178
$15.1M 0.01%
251,506
+16,090
1179
$15M 0.01%
274,030
-69,082
1180
$14.9M 0.01%
329,299
+148,256
1181
$14.9M 0.01%
122,832
-34,046
1182
$14.9M 0.01%
219,550
+7,594
1183
$14.9M 0.01%
323,660
-187,393
1184
$14.9M 0.01%
527,524
+214,310
1185
$14.9M 0.01%
339,401
+69,597
1186
$14.8M 0.01%
367,826
+356,616
1187
$14.8M 0.01%
1,019,889
+65,528
1188
$14.7M 0.01%
877,313
-20,788
1189
$14.7M 0.01%
300,312
+31,488
1190
$14.7M 0.01%
894,681
-13,274
1191
$14.6M 0.01%
856,150
+580,787
1192
$14.6M 0.01%
305,563
-21,723
1193
$14.6M 0.01%
406,003
+170,699
1194
$14.6M 0.01%
419,904
+151,305
1195
$14.6M 0.01%
297,843
-223,838
1196
$14.5M 0.01%
246,998
+70,300
1197
$14.5M 0.01%
317,278
-44,164
1198
$14.5M 0.01%
334,680
-108,394
1199
$14.5M 0.01%
12,616
+10,116
1200
$14.5M 0.01%
851,095
-80,514