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
2601
$7.76M ﹤0.01%
79,762
+1,128
2602
$7.75M ﹤0.01%
360,204
+334,774
2603
$7.74M ﹤0.01%
126,595
+56,428
2604
$7.74M ﹤0.01%
129,258
-9,104
2605
$7.73M ﹤0.01%
357,603
+58,554
2606
$7.72M ﹤0.01%
263,495
+7,740
2607
$7.71M ﹤0.01%
455,205
-132,805
2608
$7.71M ﹤0.01%
47,593
-24,484
2609
$7.7M ﹤0.01%
94,202
+44,596
2610
$7.69M ﹤0.01%
542,096
-13,017
2611
$7.69M ﹤0.01%
42,354
-6,202
2612
$7.66M ﹤0.01%
91,592
+58,822
2613
$7.64M ﹤0.01%
72,341
-18,960
2614
$7.61M ﹤0.01%
221,120
+11,027
2615
$7.59M ﹤0.01%
83,990
+25,658
2616
$7.59M ﹤0.01%
523,883
+95,320
2617
$7.58M ﹤0.01%
155,431
-16,337
2618
$7.57M ﹤0.01%
332,573
-10,477
2619
$7.56M ﹤0.01%
234,575
-21,055
2620
$7.55M ﹤0.01%
459,324
+11,600
2621
$7.54M ﹤0.01%
137,292
-36,126
2622
$7.54M ﹤0.01%
132,361
-46,915
2623
$7.54M ﹤0.01%
89,914
-8,742
2624
$7.54M ﹤0.01%
1,113,054
-144,241
2625
$7.52M ﹤0.01%
194,987
-16,854