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
1226
$13.9M 0.01%
800,185
+713,577
1227
$13.9M 0.01%
286,133
+33,948
1228
$13.9M 0.01%
263,837
-64,889
1229
$13.8M 0.01%
471,452
+160,858
1230
$13.8M 0.01%
93,442
+11,053
1231
$13.8M 0.01%
331,502
+30,680
1232
$13.8M 0.01%
318,594
-12,193
1233
$13.7M 0.01%
261,251
+86,260
1234
$13.7M 0.01%
514,554
-22,311
1235
$13.7M 0.01%
427,620
+20,500
1236
$13.6M 0.01%
279,959
-53,624
1237
$13.6M 0.01%
199,745
-84,600
1238
$13.6M 0.01%
13,529
-5,333
1239
$13.6M 0.01%
1,556,309
+828,865
1240
$13.5M 0.01%
350,986
+230,656
1241
$13.5M 0.01%
327,631
-73,265
1242
$13.5M 0.01%
789,517
-170,288
1243
$13.5M 0.01%
257,914
-102,425
1244
$13.4M 0.01%
629,714
-89,894
1245
$13.4M 0.01%
435,503
+432,093
1246
$13.3M ﹤0.01%
389,761
+209,175
1247
$13.3M ﹤0.01%
522,182
-200,877
1248
$13.3M ﹤0.01%
1,907,988
+239,543
1249
$13.3M ﹤0.01%
221,616
+176,637
1250
$13.3M ﹤0.01%
96,173
+133