Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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 6.19%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$615M 0.06%
16,581,648
+1,112,179
277
$614M 0.06%
2,059,095
+148,789
278
$612M 0.06%
2,357,350
+167,580
279
$612M 0.06%
14,608,900
-381,766
280
$612M 0.06%
8,527,562
-747,333
281
$609M 0.06%
7,101,197
+536,126
282
$609M 0.06%
18,510,192
+630,151
283
$605M 0.06%
4,314,725
-63,522
284
$605M 0.06%
2,010,433
+12,845
285
$603M 0.06%
3,048,220
-22,226
286
$603M 0.06%
9,485,239
+677,786
287
$595M 0.06%
5,746,838
+81,267
288
$592M 0.06%
12,210,256
+6,599,541
289
$586M 0.06%
10,011,759
+225,117
290
$585M 0.06%
14,710,507
-683,630
291
$584M 0.06%
5,442,964
-1,450
292
$578M 0.06%
9,653,620
-7,203
293
$573M 0.06%
6,340,563
+113,551
294
$569M 0.06%
1,236,324
-89,973
295
$567M 0.06%
2,665,885
+236,115
296
$560M 0.06%
5,801,446
+3,416,740
297
$558M 0.06%
9,319,122
+46,919
298
$558M 0.06%
11,078,855
+634,772
299
$546M 0.06%
3,018,619
+141,691
300
$544M 0.06%
5,787,987
-1,538,313