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
2976
$4.81M ﹤0.01%
160,548
-508
2977
$4.81M ﹤0.01%
311,915
+257,019
2978
$4.81M ﹤0.01%
144,353
+11,506
2979
$4.79M ﹤0.01%
311,571
-12,345
2980
$4.79M ﹤0.01%
220,809
-14,687
2981
$4.79M ﹤0.01%
286,835
-71,376
2982
$4.79M ﹤0.01%
144,867
-3,930
2983
$4.77M ﹤0.01%
318,703
+2,781
2984
$4.77M ﹤0.01%
168,423
+57,777
2985
$4.77M ﹤0.01%
278,492
+17,401
2986
$4.77M ﹤0.01%
113,939
+111,410
2987
$4.76M ﹤0.01%
388,848
+30,261
2988
$4.76M ﹤0.01%
39,827
-10,138
2989
$4.76M ﹤0.01%
46,809
+670
2990
$4.75M ﹤0.01%
33,505
-7,298
2991
$4.74M ﹤0.01%
237,419
+775
2992
$4.73M ﹤0.01%
79,177
-8,733
2993
$4.72M ﹤0.01%
187,057
-9,410
2994
$4.72M ﹤0.01%
473,934
+508
2995
$4.7M ﹤0.01%
343,042
-270,814
2996
$4.7M ﹤0.01%
487,293
+25,000
2997
$4.7M ﹤0.01%
187,178
-13,576
2998
$4.69M ﹤0.01%
297,969
-716,913
2999
$4.69M ﹤0.01%
334,621
+115,205
3000
$4.69M ﹤0.01%
106,256
-9,391