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
3126
$3.96M ﹤0.01%
+150,104
3127
$3.96M ﹤0.01%
174,080
-15,459
3128
$3.95M ﹤0.01%
357,947
-61,433
3129
$3.94M ﹤0.01%
48,517
+6,912
3130
$3.94M ﹤0.01%
216,712
-19,311
3131
$3.94M ﹤0.01%
75,611
+56,083
3132
$3.94M ﹤0.01%
99,875
+30
3133
$3.94M ﹤0.01%
52,083
-33,422
3134
$3.93M ﹤0.01%
213,233
+6,128
3135
$3.93M ﹤0.01%
85,204
-59,918
3136
$3.93M ﹤0.01%
71,776
+1,028
3137
$3.93M ﹤0.01%
186,520
-114,569
3138
$3.93M ﹤0.01%
102,148
+41,516
3139
$3.93M ﹤0.01%
34,353
-8,869
3140
$3.93M ﹤0.01%
190,129
-78,675
3141
$3.92M ﹤0.01%
+388,554
3142
$3.92M ﹤0.01%
122,995
+91,837
3143
$3.92M ﹤0.01%
359,766
+331,286
3144
$3.91M ﹤0.01%
317,024
-15,382
3145
$3.9M ﹤0.01%
268,770
+9,925
3146
$3.9M ﹤0.01%
29,032
-25,499
3147
$3.9M ﹤0.01%
254,719
+33,646
3148
$3.9M ﹤0.01%
95,631
-10,950
3149
$3.89M ﹤0.01%
406,010
-123,273
3150
$3.89M ﹤0.01%
400,000