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
2951
$4.94M ﹤0.01%
265,992
-119,779
2952
$4.94M ﹤0.01%
96,004
+54,773
2953
$4.93M ﹤0.01%
128,991
+48,034
2954
$4.93M ﹤0.01%
225,217
-5,891
2955
$4.92M ﹤0.01%
309,787
+19,232
2956
$4.92M ﹤0.01%
289,069
-54,734
2957
$4.92M ﹤0.01%
155,593
-177,681
2958
$4.91M ﹤0.01%
52,750
-23,884
2959
$4.91M ﹤0.01%
151,981
-39,409
2960
$4.91M ﹤0.01%
158,573
-16,523
2961
$4.9M ﹤0.01%
90,458
-164,730
2962
$4.89M ﹤0.01%
174,109
-107,615
2963
$4.88M ﹤0.01%
330,974
-23,908
2964
$4.88M ﹤0.01%
101,504
+1,928
2965
$4.88M ﹤0.01%
498,143
+252
2966
$4.87M ﹤0.01%
374,973
-63,545
2967
$4.86M ﹤0.01%
450,725
+301,321
2968
$4.86M ﹤0.01%
252,493
-168,256
2969
$4.86M ﹤0.01%
245,402
+96,649
2970
$4.86M ﹤0.01%
221,168
+17,689
2971
$4.86M ﹤0.01%
266,384
-121,901
2972
$4.85M ﹤0.01%
139,722
+2,420
2973
$4.84M ﹤0.01%
24,470
+3,441
2974
$4.82M ﹤0.01%
208,665
+6,982
2975
$4.82M ﹤0.01%
3,233,475