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
1326
$11.7M ﹤0.01%
170,790
-46,789
1327
$11.7M ﹤0.01%
597,965
+266,002
1328
$11.7M ﹤0.01%
562,543
-44,987
1329
$11.6M ﹤0.01%
372,060
+8,088
1330
$11.5M ﹤0.01%
86,421
+15,836
1331
$11.5M ﹤0.01%
396,732
+247,885
1332
$11.5M ﹤0.01%
319,688
-15,207
1333
$11.5M ﹤0.01%
782,172
-17,153
1334
$11.5M ﹤0.01%
170,107
-65,005
1335
$11.4M ﹤0.01%
265,511
+39,022
1336
$11.4M ﹤0.01%
557,933
+48,238
1337
$11.4M ﹤0.01%
454,101
-257,567
1338
$11.4M ﹤0.01%
664,238
+156,053
1339
$11.4M ﹤0.01%
1,203,010
+286,690
1340
$11.3M ﹤0.01%
837,986
+682,748
1341
$11.3M ﹤0.01%
307,412
+70,562
1342
$11.3M ﹤0.01%
320,153
-34,446
1343
$11.3M ﹤0.01%
124,620
-35,043
1344
$11.3M ﹤0.01%
96,238
+3,036
1345
$11.2M ﹤0.01%
434,287
+402,419
1346
$11.2M ﹤0.01%
368,352
-539,641
1347
$11.2M ﹤0.01%
9,421
-2,369
1348
$11.2M ﹤0.01%
248,500
+4,842
1349
$11.1M ﹤0.01%
450,952
-45,537
1350
$11.1M ﹤0.01%
873,776
-41,472