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
2576
$8.07M ﹤0.01%
321,422
-13,230
2577
$8.06M ﹤0.01%
142,859
-116,886
2578
$8.05M ﹤0.01%
197,001
+52,030
2579
$8.02M ﹤0.01%
12,646
-778
2580
$8M ﹤0.01%
120,602
-19,342
2581
$8M ﹤0.01%
312,218
+47,817
2582
$7.99M ﹤0.01%
665,346
+155,866
2583
$7.98M ﹤0.01%
79,552
-67,704
2584
$7.98M ﹤0.01%
153,607
+21,675
2585
$7.96M ﹤0.01%
170,914
-121,846
2586
$7.96M ﹤0.01%
171,955
-6,591
2587
$7.93M ﹤0.01%
80,189
-13,933
2588
$7.92M ﹤0.01%
279,629
+12,041
2589
$7.91M ﹤0.01%
142,394
-23,945
2590
$7.89M ﹤0.01%
351,195
-60,257
2591
$7.89M ﹤0.01%
110,522
-3,497
2592
$7.86M ﹤0.01%
307,608
-284,956
2593
$7.85M ﹤0.01%
208,239
+11,175
2594
$7.84M ﹤0.01%
246,813
-109,419
2595
$7.84M ﹤0.01%
251,560
-12,506
2596
$7.84M ﹤0.01%
228,739
+118,918
2597
$7.82M ﹤0.01%
275,511
-24,975
2598
$7.81M ﹤0.01%
217,491
-187,201
2599
$7.81M ﹤0.01%
365,526
+288,987
2600
$7.81M ﹤0.01%
395,005
+158,993