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
2826
$5.97M ﹤0.01%
106,798
+16,123
2827
$5.97M ﹤0.01%
599,833
-167
2828
$5.96M ﹤0.01%
77,911
-3,883
2829
$5.96M ﹤0.01%
868,605
-35,963
2830
$5.95M ﹤0.01%
114,803
-14,063
2831
$5.95M ﹤0.01%
183,675
-68,071
2832
$5.94M ﹤0.01%
571,949
-48,086
2833
$5.93M ﹤0.01%
353,484
-72,624
2834
$5.92M ﹤0.01%
119,806
+57,862
2835
$5.92M ﹤0.01%
107,628
-99,094
2836
$5.9M ﹤0.01%
145,747
-18,862
2837
$5.9M ﹤0.01%
88,635
-38,502
2838
$5.88M ﹤0.01%
252,648
-9,139
2839
$5.86M ﹤0.01%
14,134
-6,666
2840
$5.84M ﹤0.01%
50,382
-21,406
2841
$5.84M ﹤0.01%
135,446
+7,629
2842
$5.82M ﹤0.01%
94,035
-5,889
2843
$5.82M ﹤0.01%
125,910
+50,910
2844
$5.82M ﹤0.01%
1,101,507
-12,056
2845
$5.81M ﹤0.01%
157,703
+134,710
2846
$5.8M ﹤0.01%
33,641
-3,545
2847
$5.79M ﹤0.01%
100,324
+44,777
2848
$5.79M ﹤0.01%
+494,799
2849
$5.79M ﹤0.01%
25,192
-1,783
2850
$5.77M ﹤0.01%
944,771
-124,167