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
176
$320M 0.12%
2,969,047
-777,436
177
$320M 0.12%
5,522,963
+60,208
178
$316M 0.12%
3,579,302
-760,193
179
$310M 0.12%
3,933,018
-429,156
180
$309M 0.11%
5,611,380
+242,363
181
$306M 0.11%
4,153,590
-226,817
182
$304M 0.11%
4,071,448
-430,492
183
$304M 0.11%
4,359,531
-29,438
184
$303M 0.11%
990,753
-113,938
185
$301M 0.11%
3,365,620
-546,640
186
$299M 0.11%
5,235,384
-2,226,305
187
$296M 0.11%
7,739,264
-947,605
188
$295M 0.11%
1,938,476
+63,774
189
$295M 0.11%
8,030,560
+1,959,236
190
$293M 0.11%
2,238,319
-154,316
191
$284M 0.11%
3,355,120
-1,063,469
192
$282M 0.1%
2,197,842
-15,074
193
$281M 0.1%
720,246
-26,452
194
$280M 0.1%
3,728,912
-4,098,060
195
$279M 0.1%
5,703,052
-623,020
196
$274M 0.1%
9,212,712
+47,446
197
$271M 0.1%
1,534,064
-273,252
198
$270M 0.1%
5,951,858
+288,052
199
$266M 0.1%
2,709,932
-1,583,529
200
$262M 0.1%
2,487,408
+59,820