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
3101
$4.14M ﹤0.01%
337,703
+47,404
3102
$4.14M ﹤0.01%
103,482
-216,273
3103
$4.14M ﹤0.01%
17,532
-5,853
3104
$4.13M ﹤0.01%
100,577
-25,695
3105
$4.12M ﹤0.01%
81,275
-347
3106
$4.11M ﹤0.01%
141,562
+36,918
3107
$4.11M ﹤0.01%
52,614
-40,411
3108
$4.1M ﹤0.01%
62,174
-11,406
3109
$4.1M ﹤0.01%
168,232
-102,974
3110
$4.09M ﹤0.01%
+128,076
3111
$4.07M ﹤0.01%
1,044,488
-247,277
3112
$4.07M ﹤0.01%
24,652
-9,102
3113
$4.07M ﹤0.01%
285,029
+33,500
3114
$4.06M ﹤0.01%
407,148
+158,307
3115
$4.03M ﹤0.01%
1,164,194
-144,274
3116
$4.03M ﹤0.01%
38,061
+4,079
3117
$4.03M ﹤0.01%
94,774
-113,707
3118
$4.02M ﹤0.01%
91,338
-43,038
3119
$4M ﹤0.01%
96,756
-111,531
3120
$4M ﹤0.01%
75,879
+25,617
3121
$4M ﹤0.01%
93,686
-4,714
3122
$4M ﹤0.01%
168,394
-22,546
3123
$3.99M ﹤0.01%
411,614
+230,000
3124
$3.99M ﹤0.01%
59,278
-221,954
3125
$3.98M ﹤0.01%
35,173
-27,394