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
2926
$5.11M ﹤0.01%
500,000
2927
$5.09M ﹤0.01%
126,026
-35,419
2928
$5.08M ﹤0.01%
+514,000
2929
$5.08M ﹤0.01%
237,829
-2,785
2930
$5.07M ﹤0.01%
149,636
-45,363
2931
$5.05M ﹤0.01%
602,000
2932
$5.04M ﹤0.01%
500,000
2933
$5.03M ﹤0.01%
123,024
-61,699
2934
$5.03M ﹤0.01%
63,058
-16,587
2935
$5.01M ﹤0.01%
95,454
-32,293
2936
$5.01M ﹤0.01%
174,158
+46,560
2937
$5M ﹤0.01%
49,702
-992
2938
$5M ﹤0.01%
81,041
-20,288
2939
$5M ﹤0.01%
63,752
+11,981
2940
$5M ﹤0.01%
236,591
+75,896
2941
$5M ﹤0.01%
76,599
-48,718
2942
$4.98M ﹤0.01%
114,984
+9,065
2943
$4.98M ﹤0.01%
82,242
-22,701
2944
$4.97M ﹤0.01%
386,398
-33,150
2945
$4.97M ﹤0.01%
96,284
+7,441
2946
$4.97M ﹤0.01%
753,584
-25,567
2947
$4.96M ﹤0.01%
80,025
+62,031
2948
$4.96M ﹤0.01%
822,876
-99,587
2949
$4.95M ﹤0.01%
146,222
+9,902
2950
$4.94M ﹤0.01%
136,408
+14,238