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
2701
$6.99M ﹤0.01%
141,439
-50,920
2702
$6.99M ﹤0.01%
610,574
+156,632
2703
$6.99M ﹤0.01%
391,350
+33,689
2704
$6.99M ﹤0.01%
108,306
-22,890
2705
$6.97M ﹤0.01%
1,654,943
-2,273,674
2706
$6.96M ﹤0.01%
159,946
-325,636
2707
$6.96M ﹤0.01%
1,537,396
-799,857
2708
$6.96M ﹤0.01%
287,738
+2,223
2709
$6.95M ﹤0.01%
308,351
-92,883
2710
$6.94M ﹤0.01%
140,098
+9,267
2711
$6.94M ﹤0.01%
404,568
-7,280
2712
$6.91M ﹤0.01%
99,875
-77,176
2713
$6.9M ﹤0.01%
255,364
-88,826
2714
$6.88M ﹤0.01%
138,009
-26,703
2715
$6.88M ﹤0.01%
+96,530
2716
$6.87M ﹤0.01%
419,165
+151,035
2717
$6.87M ﹤0.01%
712,184
2718
$6.87M ﹤0.01%
430,680
-113,274
2719
$6.87M ﹤0.01%
179,318
+15,210
2720
$6.86M ﹤0.01%
57,040
-18,393
2721
$6.86M ﹤0.01%
142,504
+2,425
2722
$6.86M ﹤0.01%
647,241
+19,501
2723
$6.86M ﹤0.01%
708,123
-36,560
2724
$6.85M ﹤0.01%
86,132
-16,312
2725
$6.82M ﹤0.01%
243,592
+25,773