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
2876
$5.59M ﹤0.01%
52,338
-12,806
2877
$5.59M ﹤0.01%
362,852
-19,614
2878
$5.59M ﹤0.01%
294,270
-41,339
2879
$5.58M ﹤0.01%
64,505
-33,627
2880
$5.58M ﹤0.01%
64,530
-5,772
2881
$5.56M ﹤0.01%
225,578
+16,991
2882
$5.56M ﹤0.01%
87,613
-40,562
2883
$5.55M ﹤0.01%
572,522
-60,001
2884
$5.54M ﹤0.01%
127,798
-20,408
2885
$5.54M ﹤0.01%
192,289
+11,590
2886
$5.52M ﹤0.01%
259,308
+213,202
2887
$5.47M ﹤0.01%
110,232
-5,082
2888
$5.47M ﹤0.01%
47,834
+148
2889
$5.46M ﹤0.01%
320,878
+13,748
2890
$5.45M ﹤0.01%
86,312
-5,167
2891
$5.45M ﹤0.01%
210,846
+18,239
2892
$5.44M ﹤0.01%
54,427
-2,430
2893
$5.44M ﹤0.01%
149,930
-33,189
2894
$5.43M ﹤0.01%
111,296
-18,155
2895
$5.42M ﹤0.01%
708,656
-29,522
2896
$5.41M ﹤0.01%
165,004
+62,446
2897
$5.38M ﹤0.01%
374,235
-150,554
2898
$5.37M ﹤0.01%
335,620
-12,761
2899
$5.36M ﹤0.01%
842,572
+32,582
2900
$5.36M ﹤0.01%
243,968
-175,397