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
1
$5.96B 2.21%
31,891,403
-2,148,573
2
$4.16B 1.54%
42,556,360
-316,653
3
$2.68B 1%
39,950,386
+1,459,873
4
$2.53B 0.94%
132,151,348
-9,896,964
5
$2.39B 0.89%
24,288,920
-582,351
6
$2.18B 0.81%
35,941,140
-1,601,116
7
$2.08B 0.77%
24,864,843
-146,765
8
$2.02B 0.75%
16,255,950
-76,425
9
$2B 0.74%
28,322,245
+2,307,010
10
$1.97B 0.73%
24,397,243
-42,092
11
$1.91B 0.71%
16,456,956
-2,920,398
12
$1.85B 0.69%
18,913,883
-512,857
13
$1.78B 0.66%
14,998,074
-844,387
14
$1.78B 0.66%
43,773,469
-15,169,191
15
$1.76B 0.66%
27,690,741
+3,840,931
16
$1.69B 0.63%
41,125,305
-2,828,734
17
$1.6B 0.59%
23,562,180
+2,222,917
18
$1.57B 0.58%
51,521,808
-1,514,751
19
$1.55B 0.58%
17,902,222
+229,278
20
$1.49B 0.55%
30,036,626
+3,371,951
21
$1.49B 0.55%
33,057,629
+2,680,250
22
$1.44B 0.54%
18,012,504
+82,578
23
$1.4B 0.52%
33,949,657
+3,312,467
24
$1.4B 0.52%
34,139,556
-2,736,806
25
$1.4B 0.52%
7,593,044
-852,563
1
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