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
2526
$8.67M ﹤0.01%
461,957
-230,562
2527
$8.66M ﹤0.01%
448,426
+190,385
2528
$8.65M ﹤0.01%
106,718
-120,416
2529
$8.65M ﹤0.01%
390,053
+258,929
2530
$8.65M ﹤0.01%
129,007
+43,862
2531
$8.61M ﹤0.01%
230,858
-12,669
2532
$8.57M ﹤0.01%
643,861
-241,332
2533
$8.56M ﹤0.01%
200,654
-92,925
2534
$8.55M ﹤0.01%
346,507
-81,425
2535
$8.55M ﹤0.01%
144,221
-56,343
2536
$8.54M ﹤0.01%
144,890
+63,550
2537
$8.53M ﹤0.01%
187,547
-12,840
2538
$8.52M ﹤0.01%
441,015
-99,264
2539
$8.48M ﹤0.01%
228,898
-62,517
2540
$8.48M ﹤0.01%
57,263
-2,586
2541
$8.47M ﹤0.01%
185,899
-29,310
2542
$8.47M ﹤0.01%
278,405
-50,287
2543
$8.46M ﹤0.01%
271,989
+230,415
2544
$8.44M ﹤0.01%
585,121
-274,065
2545
$8.41M ﹤0.01%
59,453
-22,776
2546
$8.37M ﹤0.01%
849,691
+799,691
2547
$8.36M ﹤0.01%
335,163
-117,199
2548
$8.36M ﹤0.01%
167,094
-163,237
2549
$8.35M ﹤0.01%
529,280
-90,903
2550
$8.33M ﹤0.01%
183,429
-15,208