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
1976
$4.31M ﹤0.01%
46,389
+4,649
1977
$4.3M ﹤0.01%
172,539
-75,550
1978
$4.29M ﹤0.01%
149,383
+111,251
1979
$4.29M ﹤0.01%
131,584
+4,368
1980
$4.29M ﹤0.01%
226,331
+50,195
1981
$4.28M ﹤0.01%
57,930
-416,523
1982
$4.27M ﹤0.01%
103,332
-26,821
1983
$4.26M ﹤0.01%
236,453
+61,064
1984
$4.25M ﹤0.01%
203,598
-49,361
1985
$4.25M ﹤0.01%
192,917
+144,764
1986
$4.24M ﹤0.01%
364,703
-27,181
1987
$4.24M ﹤0.01%
96,507
+80,925
1988
$4.23M ﹤0.01%
8,175
-7,742
1989
$4.22M ﹤0.01%
76,324
-209
1990
$4.2M ﹤0.01%
54,155
-20,478
1991
$4.2M ﹤0.01%
66,424
-19,331
1992
$4.19M ﹤0.01%
342,375
+70,936
1993
$4.19M ﹤0.01%
69,247
+51,657
1994
$4.18M ﹤0.01%
27,310
-4,552
1995
$4.18M ﹤0.01%
160,932
-61,407
1996
$4.17M ﹤0.01%
215,319
+25,356
1997
$4.17M ﹤0.01%
111,142
+101,772
1998
$4.17M ﹤0.01%
346,252
+38,647
1999
$4.16M ﹤0.01%
120,942
+91,179
2000
$4.16M ﹤0.01%
14,654
-13,290