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
3076
$4.24M ﹤0.01%
99,531
-3,911
3077
$4.24M ﹤0.01%
119,570
+19,346
3078
$4.24M ﹤0.01%
137,201
+2,270
3079
$4.24M ﹤0.01%
336,056
+27,676
3080
$4.23M ﹤0.01%
94,645
-48,240
3081
$4.23M ﹤0.01%
137,590
+17,982
3082
$4.23M ﹤0.01%
80,290
-41,354
3083
$4.22M ﹤0.01%
118,968
-38,424
3084
$4.21M ﹤0.01%
223,183
+28,323
3085
$4.21M ﹤0.01%
116,171
-61,912
3086
$4.21M ﹤0.01%
118,105
-6,447
3087
$4.2M ﹤0.01%
260,675
+25,027
3088
$4.19M ﹤0.01%
140,092
-18,274
3089
$4.19M ﹤0.01%
166,585
+11,319
3090
$4.19M ﹤0.01%
271,967
-49,569
3091
$4.18M ﹤0.01%
185,143
+25,041
3092
$4.17M ﹤0.01%
85,941
-6,634
3093
$4.17M ﹤0.01%
55,955
-21,911
3094
$4.16M ﹤0.01%
74,587
-191,115
3095
$4.16M ﹤0.01%
382,383
-157,267
3096
$4.16M ﹤0.01%
252,161
+137,366
3097
$4.16M ﹤0.01%
61,170
-39,836
3098
$4.16M ﹤0.01%
475,427
+33,774
3099
$4.15M ﹤0.01%
323,001
+19,974
3100
$4.15M ﹤0.01%
208,213
+200,457