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
2651
$7.32M ﹤0.01%
286,975
+26,755
2652
$7.32M ﹤0.01%
70,049
-11,752
2653
$7.3M ﹤0.01%
29,290
+29,210
2654
$7.3M ﹤0.01%
597,362
-1,093
2655
$7.29M ﹤0.01%
169,372
-27,429
2656
$7.27M ﹤0.01%
262,388
+15,527
2657
$7.26M ﹤0.01%
280,044
+7,109
2658
$7.26M ﹤0.01%
25,658
-10,706
2659
$7.25M ﹤0.01%
127,984
+128
2660
$7.25M ﹤0.01%
200,589
+125,148
2661
$7.23M ﹤0.01%
212,108
-46,984
2662
$7.23M ﹤0.01%
976,623
+155,883
2663
$7.23M ﹤0.01%
236,132
-97,562
2664
$7.22M ﹤0.01%
273,672
-39,821
2665
$7.22M ﹤0.01%
161,843
+96,358
2666
$7.21M ﹤0.01%
217,199
+7,199
2667
$7.2M ﹤0.01%
82,329
+15,914
2668
$7.2M ﹤0.01%
210,830
-287,448
2669
$7.2M ﹤0.01%
239,458
-53,614
2670
$7.2M ﹤0.01%
139,737
-1,419
2671
$7.19M ﹤0.01%
144,771
+78,039
2672
$7.19M ﹤0.01%
137,570
-24,242
2673
$7.18M ﹤0.01%
178,944
+1,572
2674
$7.18M ﹤0.01%
704,350
+702,395
2675
$7.18M ﹤0.01%
155,401
-10,758