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
2626
$7.5M ﹤0.01%
270,924
+129,585
2627
$7.5M ﹤0.01%
4,143,314
+46,275
2628
$7.5M ﹤0.01%
161,610
-66,148
2629
$7.5M ﹤0.01%
341,638
+70,500
2630
$7.49M ﹤0.01%
280,424
-63,264
2631
$7.49M ﹤0.01%
98,509
+13,482
2632
$7.47M ﹤0.01%
247,885
-12,208
2633
$7.47M ﹤0.01%
1,027,394
+357,812
2634
$7.45M ﹤0.01%
183,006
-859
2635
$7.43M ﹤0.01%
537,272
+2,398
2636
$7.42M ﹤0.01%
95,380
+64,238
2637
$7.41M ﹤0.01%
243,628
+154,404
2638
$7.41M ﹤0.01%
78,054
+10,582
2639
$7.4M ﹤0.01%
260,272
+38,738
2640
$7.39M ﹤0.01%
490,789
+52,740
2641
$7.39M ﹤0.01%
312,544
+311,544
2642
$7.38M ﹤0.01%
111,309
+15,427
2643
$7.38M ﹤0.01%
150,516
-57,642
2644
$7.37M ﹤0.01%
434,726
+83,468
2645
$7.37M ﹤0.01%
138,715
+22,619
2646
$7.35M ﹤0.01%
282,465
-1,876,536
2647
$7.35M ﹤0.01%
387,677
+114,816
2648
$7.34M ﹤0.01%
756,222
+264,711
2649
$7.34M ﹤0.01%
118,425
-757
2650
$7.33M ﹤0.01%
335,304
+28,719