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
1926
$4.64M ﹤0.01%
197,976
-16,211
1927
$4.64M ﹤0.01%
235,455
+163,238
1928
$4.63M ﹤0.01%
119,804
-21,319
1929
$4.63M ﹤0.01%
137,064
+83,952
1930
$4.61M ﹤0.01%
126,169
-48,072
1931
$4.61M ﹤0.01%
112,309
+4,450
1932
$4.6M ﹤0.01%
122,197
-4,058
1933
$4.59M ﹤0.01%
204,932
+53,503
1934
$4.59M ﹤0.01%
227,733
+3,872
1935
$4.59M ﹤0.01%
204,108
-4,400
1936
$4.58M ﹤0.01%
82,003
-23,043
1937
$4.58M ﹤0.01%
475,487
-67,415
1938
$4.58M ﹤0.01%
142,214
-24,995
1939
$4.57M ﹤0.01%
368,387
-2,691
1940
$4.57M ﹤0.01%
294,305
+23,931
1941
$4.54M ﹤0.01%
76,940
+27,058
1942
$4.54M ﹤0.01%
148,344
+13,424
1943
$4.53M ﹤0.01%
378,629
-3,092
1944
$4.52M ﹤0.01%
238,214
+175,839
1945
$4.52M ﹤0.01%
234,004
-4,767
1946
$4.52M ﹤0.01%
124,705
+7,547
1947
$4.52M ﹤0.01%
166,279
-12,403
1948
$4.51M ﹤0.01%
179,657
+141,433
1949
$4.51M ﹤0.01%
85,910
-4,849
1950
$4.48M ﹤0.01%
321,718
+6,939