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
126
$439M 0.16%
8,948,252
+627,821
127
$439M 0.16%
11,161,981
+687,564
128
$438M 0.16%
10,356,659
+1,737,203
129
$437M 0.16%
10,200,915
-240,035
130
$437M 0.16%
6,317,623
+428,371
131
$433M 0.16%
6,681,969
-257,811
132
$429M 0.16%
11,610,259
-90,718
133
$427M 0.16%
18,257,100
+5,729,772
134
$425M 0.16%
11,035,232
-371,936
135
$424M 0.16%
7,001,770
-919,867
136
$420M 0.16%
17,387,712
-1,164,759
137
$416M 0.15%
7,886,944
+317,390
138
$416M 0.15%
3,056,327
+1,138,371
139
$415M 0.15%
1,445,480
+269,153
140
$406M 0.15%
10,983,060
-1,441,684
141
$404M 0.15%
4,870,746
+627,305
142
$401M 0.15%
1,275,025
+23,864
143
$401M 0.15%
6,805,550
-69,367
144
$395M 0.15%
3,474,969
+309,728
145
$394M 0.15%
9,859,650
-964,241
146
$392M 0.15%
2,387,768
-182,927
147
$374M 0.14%
5,311,337
-413,779
148
$374M 0.14%
6,543,634
-897,934
149
$373M 0.14%
21,698,888
-1,458,490
150
$363M 0.13%
14,539,752
+86,444
4 5
6
7 8