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
3201
$3.58M ﹤0.01%
57,814
-10,142
3202
$3.58M ﹤0.01%
173,766
-28,097
3203
$3.58M ﹤0.01%
137,066
+6,789
3204
$3.58M ﹤0.01%
137,641
-63,967
3205
$3.56M ﹤0.01%
7,463
-137
3206
$3.56M ﹤0.01%
77,864
+37,749
3207
$3.55M ﹤0.01%
245,276
+7,776
3208
$3.55M ﹤0.01%
66,133
-181,825
3209
$3.55M ﹤0.01%
87,030
-135,278
3210
$3.55M ﹤0.01%
210,396
+59,462
3211
$3.54M ﹤0.01%
399,160
-180,039
3212
$3.54M ﹤0.01%
152,097
-24,709
3213
$3.54M ﹤0.01%
67,342
-2,205
3214
$3.53M ﹤0.01%
265,378
-70,231
3215
$3.53M ﹤0.01%
121,727
+113,193
3216
$3.52M ﹤0.01%
172,269
-143,649
3217
$3.52M ﹤0.01%
169,024
-38,487
3218
$3.52M ﹤0.01%
93,018
-133,730
3219
$3.5M ﹤0.01%
116,062
-95,388
3220
$3.5M ﹤0.01%
204,112
-6,862
3221
$3.5M ﹤0.01%
152,421
+43,546
3222
$3.49M ﹤0.01%
66,646
+4,236
3223
$3.48M ﹤0.01%
251,987
+104,463
3224
$3.48M ﹤0.01%
170,873
+133,819
3225
$3.47M ﹤0.01%
351,137
+314,933