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
1901
$4.79M ﹤0.01%
159,673
+33,441
1902
$4.79M ﹤0.01%
194,424
-229,116
1903
$4.79M ﹤0.01%
562,232
-71,533
1904
$4.78M ﹤0.01%
170,775
-28,814
1905
$4.77M ﹤0.01%
372,956
+33,042
1906
$4.77M ﹤0.01%
138,630
+53,292
1907
$4.76M ﹤0.01%
117,366
+116,101
1908
$4.76M ﹤0.01%
90,554
-27,631
1909
$4.75M ﹤0.01%
146,494
-12,171
1910
$4.74M ﹤0.01%
185,689
-12,944
1911
$4.74M ﹤0.01%
94,237
-21,962
1912
$4.72M ﹤0.01%
151,614
+133,892
1913
$4.72M ﹤0.01%
34,454
+3,762
1914
$4.69M ﹤0.01%
84,141
-15,981
1915
$4.69M ﹤0.01%
113,068
+9,868
1916
$4.68M ﹤0.01%
98,086
-37,866
1917
$4.67M ﹤0.01%
82,764
+80,025
1918
$4.67M ﹤0.01%
71,286
-98,311
1919
$4.67M ﹤0.01%
504,915
+84,136
1920
$4.67M ﹤0.01%
32,210
+25,753
1921
$4.65M ﹤0.01%
643,519
+11,056
1922
$4.65M ﹤0.01%
149,717
-15,996
1923
$4.65M ﹤0.01%
+90,000
1924
$4.65M ﹤0.01%
103,571
-18,359
1925
$4.65M ﹤0.01%
113,613
-107,169