Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
101
$533M 0.2%
5,681,672
+37,780
102
$532M 0.2%
4,239,680
+190,033
103
$518M 0.19%
4,192,337
+195,949
104
$512M 0.19%
6,823,470
+460,614
105
$508M 0.19%
4,545,231
+369,094
106
$501M 0.19%
7,176,382
+793,598
107
$496M 0.18%
4,927,669
+225,672
108
$495M 0.18%
9,178,832
-326,616
109
$493M 0.18%
14,229,880
+56,498
110
$493M 0.18%
31,633,195
+3,257,927
111
$492M 0.18%
7,366,075
+604,973
112
$485M 0.18%
4,327,126
-113,546
113
$483M 0.18%
3,896,000
+17,603
114
$469M 0.17%
15,459,940
+793,604
115
$468M 0.17%
2,858,353
-608,017
116
$466M 0.17%
27,716,540
+4,271,140
117
$465M 0.17%
5,122,471
-1,013,247
118
$463M 0.17%
5,485,706
-339,363
119
$457M 0.17%
9,079,120
-85,353
120
$451M 0.17%
9,916,496
-287,094
121
$445M 0.17%
3,704,305
-1,034,226
122
$445M 0.17%
3,914,531
+122,303
123
$445M 0.17%
3,936,112
+45,149
124
$442M 0.16%
5,366,340
+371,685
125
$440M 0.16%
19,278,778
+344,868