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
2551
$8.32M ﹤0.01%
323,113
+31,948
2552
$8.31M ﹤0.01%
228,992
-35,532
2553
$8.31M ﹤0.01%
242,926
-987,781
2554
$8.3M ﹤0.01%
287,803
-23,614
2555
$8.28M ﹤0.01%
404,428
-46,504
2556
$8.28M ﹤0.01%
253,844
-2,122,485
2557
$8.27M ﹤0.01%
170,440
+3,113
2558
$8.27M ﹤0.01%
116,336
-30,736
2559
$8.26M ﹤0.01%
+725,769
2560
$8.22M ﹤0.01%
89,900
-29,522
2561
$8.19M ﹤0.01%
384,460
-134,373
2562
$8.18M ﹤0.01%
136,150
+17,495
2563
$8.18M ﹤0.01%
355,696
-87,103
2564
$8.16M ﹤0.01%
294,199
+22,197
2565
$8.15M ﹤0.01%
192,479
-46,484
2566
$8.13M ﹤0.01%
240,484
-27,348
2567
$8.13M ﹤0.01%
307,876
-238,187
2568
$8.12M ﹤0.01%
251,091
-6,612
2569
$8.12M ﹤0.01%
166,164
-135,824
2570
$8.11M ﹤0.01%
344,898
-228,132
2571
$8.1M ﹤0.01%
288,976
+960
2572
$8.09M ﹤0.01%
381,700
-36,345
2573
$8.08M ﹤0.01%
211,001
-9,608
2574
$8.08M ﹤0.01%
392,521
-82,816
2575
$8.08M ﹤0.01%
96,669
+5,467