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
2676
$7.17M ﹤0.01%
122,159
-25,128
2677
$7.17M ﹤0.01%
196,350
-129,075
2678
$7.17M ﹤0.01%
427,890
+392,325
2679
$7.16M ﹤0.01%
35,765
+9,453
2680
$7.16M ﹤0.01%
459,164
+95,856
2681
$7.14M ﹤0.01%
105,360
+7,508
2682
$7.13M ﹤0.01%
719,164
-25,000
2683
$7.13M ﹤0.01%
352,676
+346,391
2684
$7.13M ﹤0.01%
199,862
+4,366
2685
$7.13M ﹤0.01%
1,033,404
-19,439
2686
$7.13M ﹤0.01%
208,776
-53,707
2687
$7.13M ﹤0.01%
734,765
+265,001
2688
$7.12M ﹤0.01%
757,598
+5,175
2689
$7.12M ﹤0.01%
196,046
+724
2690
$7.11M ﹤0.01%
215,173
+29,872
2691
$7.09M ﹤0.01%
213,043
-45,609
2692
$7.08M ﹤0.01%
306,833
+208,434
2693
$7.07M ﹤0.01%
71,113
-31,534
2694
$7.06M ﹤0.01%
82,481
-240
2695
$7.05M ﹤0.01%
418,123
-1,135
2696
$7.03M ﹤0.01%
446,012
+16,590
2697
$7.02M ﹤0.01%
178,265
-125,036
2698
$7.01M ﹤0.01%
192,733
-69,977
2699
$7.01M ﹤0.01%
534,691
-129,250
2700
$7.01M ﹤0.01%
156,613
-8,484