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
3176
$3.72M ﹤0.01%
85,676
+10,004
3177
$3.7M ﹤0.01%
677,276
+15,588
3178
$3.7M ﹤0.01%
59,151
+7,142
3179
$3.69M ﹤0.01%
47,726
+25,400
3180
$3.69M ﹤0.01%
6,706
-10,371
3181
$3.68M ﹤0.01%
67,919
+2,831
3182
$3.68M ﹤0.01%
28,373
-38,095
3183
$3.68M ﹤0.01%
259,995
-24,056
3184
$3.67M ﹤0.01%
167,059
-51,071
3185
$3.67M ﹤0.01%
108,302
+49,592
3186
$3.67M ﹤0.01%
247,675
-12,765
3187
$3.67M ﹤0.01%
88,216
-5,422
3188
$3.66M ﹤0.01%
24
-6
3189
$3.65M ﹤0.01%
158,361
-32,076
3190
$3.63M ﹤0.01%
64,509
+58,315
3191
$3.63M ﹤0.01%
36,025
+3,424
3192
$3.62M ﹤0.01%
97,404
+15,133
3193
$3.62M ﹤0.01%
3,612
-2,862
3194
$3.62M ﹤0.01%
206,606
+173,089
3195
$3.62M ﹤0.01%
135,750
-43,778
3196
$3.62M ﹤0.01%
111,913
-60,605
3197
$3.62M ﹤0.01%
204,789
-760,602
3198
$3.61M ﹤0.01%
+372,162
3199
$3.59M ﹤0.01%
241,468
-35,657
3200
$3.58M ﹤0.01%
57,641
+16,379