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
$893B
AUM Growth
+$57.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,571
New
Increased
Reduced
Closed

Top Buys

1 +$1.4B
2 +$1.17B
3 +$784M
4
CLF icon
Cleveland-Cliffs
CLF
+$667M
5
COP icon
ConocoPhillips
COP
+$609M

Top Sells

1 +$2.76B
2 +$1.83B
3 +$1.45B
4
AMZN icon
Amazon
AMZN
+$1.05B
5
JPM icon
JPMorgan Chase
JPM
+$940M

Sector Composition

1 Technology 12.64%
2 Financials 7.97%
3 Healthcare 7.14%
4 Consumer Discretionary 6.18%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$8.93M ﹤0.01%
392,875
-72,600
2502
$8.92M ﹤0.01%
30,940
-6,914
2503
$8.91M ﹤0.01%
261,278
+15,233
2504
$8.9M ﹤0.01%
467,794
+80,206
2505
$8.88M ﹤0.01%
1,910,697
-276,838
2506
$8.88M ﹤0.01%
120,277
+64,606
2507
$8.88M ﹤0.01%
182,933
-2,842
2508
$8.86M ﹤0.01%
229,834
-110,052
2509
$8.86M ﹤0.01%
189,015
-11,802
2510
$8.86M ﹤0.01%
410,639
-436,595
2511
$8.85M ﹤0.01%
1,958,626
+203,765
2512
$8.85M ﹤0.01%
411,650
+213,147
2513
$8.84M ﹤0.01%
166,636
-45,777
2514
$8.82M ﹤0.01%
214,283
+15,165
2515
$8.79M ﹤0.01%
137,228
-90,677
2516
$8.79M ﹤0.01%
168,099
-42,094
2517
$8.77M ﹤0.01%
575,586
-26,735
2518
$8.75M ﹤0.01%
466,215
-37,598
2519
$8.74M ﹤0.01%
252,211
+2,927
2520
$8.74M ﹤0.01%
129,598
-5,084
2521
$8.73M ﹤0.01%
137,650
-96,327
2522
$8.71M ﹤0.01%
691,407
+117,742
2523
$8.69M ﹤0.01%
180,141
+20,468
2524
$8.67M ﹤0.01%
171,491
-34,865
2525
$8.67M ﹤0.01%
78,885
-43,578