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
3026
$4.56M ﹤0.01%
38,829
-17,433
3027
$4.56M ﹤0.01%
106,754
-2,769
3028
$4.55M ﹤0.01%
468,000
+68,000
3029
$4.54M ﹤0.01%
138,195
-61,451
3030
$4.53M ﹤0.01%
473,860
-73,052
3031
$4.53M ﹤0.01%
73,560
-7,222
3032
$4.51M ﹤0.01%
462,713
+41,146
3033
$4.51M ﹤0.01%
44,348
-8,079
3034
$4.51M ﹤0.01%
87,600
-18,715
3035
$4.5M ﹤0.01%
304,853
+30,098
3036
$4.49M ﹤0.01%
357,642
-17,142
3037
$4.48M ﹤0.01%
59,567
-18,289
3038
$4.48M ﹤0.01%
474,753
-31,038
3039
$4.47M ﹤0.01%
20,117
+2,449
3040
$4.47M ﹤0.01%
53,161
-39,467
3041
$4.47M ﹤0.01%
60,148
-11,070
3042
$4.46M ﹤0.01%
+41,830
3043
$4.45M ﹤0.01%
202,969
-13,077
3044
$4.45M ﹤0.01%
117,899
-18,300
3045
$4.42M ﹤0.01%
315,070
+8,490
3046
$4.42M ﹤0.01%
187,072
-1,009,184
3047
$4.42M ﹤0.01%
+89,013
3048
$4.41M ﹤0.01%
535,202
+459,239
3049
$4.41M ﹤0.01%
267,243
-47,143
3050
$4.39M ﹤0.01%
256,058
+255,438