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
3051
$4.39M ﹤0.01%
132,208
+23,112
3052
$4.39M ﹤0.01%
58,211
-27,691
3053
$4.38M ﹤0.01%
340,586
-20,061
3054
$4.38M ﹤0.01%
54,001
+8,986
3055
$4.37M ﹤0.01%
188,199
-78,427
3056
$4.35M ﹤0.01%
60,064
+603
3057
$4.35M ﹤0.01%
81,827
-8,715
3058
$4.35M ﹤0.01%
155,358
+15,211
3059
$4.35M ﹤0.01%
122,862
+10,291
3060
$4.32M ﹤0.01%
111,774
-18,804
3061
$4.31M ﹤0.01%
223,821
-15,108
3062
$4.31M ﹤0.01%
163,473
-30,683
3063
$4.3M ﹤0.01%
79,997
-20,928
3064
$4.3M ﹤0.01%
79,025
+13,871
3065
$4.3M ﹤0.01%
1,457,282
+321,548
3066
$4.3M ﹤0.01%
114,848
+9,724
3067
$4.29M ﹤0.01%
89,914
-128,923
3068
$4.29M ﹤0.01%
358,086
+2,223
3069
$4.29M ﹤0.01%
160,834
+9,616
3070
$4.28M ﹤0.01%
180,879
-1,106,182
3071
$4.27M ﹤0.01%
96,062
-417,760
3072
$4.26M ﹤0.01%
372,326
+28,512
3073
$4.26M ﹤0.01%
45,717
+13,273
3074
$4.25M ﹤0.01%
163,101
+104,178
3075
$4.25M ﹤0.01%
1,006,158
-24,934