Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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 6.19%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$542M 0.06%
7,882,194
+72,229
302
$534M 0.06%
8,819,970
+308,718
303
$533M 0.06%
4,728,394
-762,981
304
$530M 0.06%
1,292,113
+82,787
305
$526M 0.05%
3,035,718
-47,200
306
$526M 0.05%
7,934,500
+307,238
307
$525M 0.05%
1,620,538
+17,896
308
$525M 0.05%
14,112,526
+351,835
309
$525M 0.05%
5,666,675
+4,539,771
310
$524M 0.05%
2,150,341
-659,162
311
$524M 0.05%
6,191,838
+656,662
312
$523M 0.05%
9,924,840
+833,701
313
$518M 0.05%
7,962,796
+4,242,963
314
$518M 0.05%
11,475,471
+886,961
315
$518M 0.05%
8,496,461
+3,100,991
316
$517M 0.05%
5,816,762
+103,432
317
$513M 0.05%
2,169,396
+64,332
318
$509M 0.05%
8,235,504
+21,648
319
$502M 0.05%
3,846,444
-918,865
320
$497M 0.05%
3,226,041
+56,986
321
$491M 0.05%
7,134,133
-872,099
322
$491M 0.05%
12,180,057
+248,089
323
$489M 0.05%
2,059,352
-34,700
324
$488M 0.05%
8,907,370
-484,335
325
$487M 0.05%
15,204,589
+528,731