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
2726
$6.82M ﹤0.01%
139,849
-165,534
2727
$6.81M ﹤0.01%
169,021
+45,931
2728
$6.8M ﹤0.01%
263,945
-49,087
2729
$6.8M ﹤0.01%
483,318
+3,414
2730
$6.79M ﹤0.01%
431,203
+152,061
2731
$6.79M ﹤0.01%
199,936
+6,909
2732
$6.79M ﹤0.01%
134,224
-41,902
2733
$6.78M ﹤0.01%
170,235
-22,720
2734
$6.77M ﹤0.01%
793,798
+188,507
2735
$6.76M ﹤0.01%
110,103
+59,494
2736
$6.76M ﹤0.01%
155,697
-10,988
2737
$6.75M ﹤0.01%
306,278
+136,509
2738
$6.75M ﹤0.01%
266,103
-138,186
2739
$6.74M ﹤0.01%
327,228
-13,227
2740
$6.72M ﹤0.01%
117,719
+11,866
2741
$6.71M ﹤0.01%
308,157
+15,796
2742
$6.71M ﹤0.01%
642,590
+331
2743
$6.71M ﹤0.01%
190,987
+38,628
2744
$6.69M ﹤0.01%
140,908
-32,518
2745
$6.69M ﹤0.01%
221,401
+179,845
2746
$6.69M ﹤0.01%
153,269
-48,850
2747
$6.69M ﹤0.01%
134,122
+27,739
2748
$6.68M ﹤0.01%
657,739
+18,910
2749
$6.62M ﹤0.01%
268,405
-18,006
2750
$6.62M ﹤0.01%
144,211
+9,675