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
1951
$4.48M ﹤0.01%
470,838
+76,453
1952
$4.47M ﹤0.01%
101,038
+44,007
1953
$4.46M ﹤0.01%
141,100
+135,000
1954
$4.46M ﹤0.01%
125,710
+26,108
1955
$4.45M ﹤0.01%
113,172
+68,193
1956
$4.44M ﹤0.01%
398,089
-63,200
1957
$4.44M ﹤0.01%
168,192
-21,124
1958
$4.44M ﹤0.01%
92,041
-3,500
1959
$4.43M ﹤0.01%
138,577
+131,748
1960
$4.43M ﹤0.01%
269,040
+187,390
1961
$4.42M ﹤0.01%
120,628
+7,255
1962
$4.4M ﹤0.01%
176,543
+23,993
1963
$4.4M ﹤0.01%
90,298
-62,989
1964
$4.39M ﹤0.01%
173,459
-60,873
1965
$4.39M ﹤0.01%
297,253
-5,915
1966
$4.38M ﹤0.01%
338,259
-17,501
1967
$4.37M ﹤0.01%
97,310
+22,791
1968
$4.36M ﹤0.01%
126,774
-10,395
1969
$4.35M ﹤0.01%
247,449
-78,924
1970
$4.34M ﹤0.01%
192,645
-8,761
1971
$4.33M ﹤0.01%
178,420
-7,781
1972
$4.33M ﹤0.01%
198,498
+75,840
1973
$4.32M ﹤0.01%
32,381
+21,124
1974
$4.32M ﹤0.01%
48,832
+2,909
1975
$4.31M ﹤0.01%
117,164
+14,091