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
3226
$3.46M ﹤0.01%
344,990
-123,715
3227
$3.45M ﹤0.01%
514,347
-138,217
3228
$3.45M ﹤0.01%
429,561
+388,376
3229
$3.45M ﹤0.01%
463,633
-391,512
3230
$3.44M ﹤0.01%
150,442
-27,942
3231
$3.43M ﹤0.01%
364,180
-133,290
3232
$3.42M ﹤0.01%
162,928
-54,941
3233
$3.41M ﹤0.01%
65,046
-594
3234
$3.4M ﹤0.01%
67,227
-62,413
3235
$3.4M ﹤0.01%
181,983
+33,453
3236
$3.4M ﹤0.01%
+349,593
3237
$3.4M ﹤0.01%
+349,989
3238
$3.39M ﹤0.01%
158,433
-40,344
3239
$3.39M ﹤0.01%
375,118
-6,112
3240
$3.39M ﹤0.01%
130,111
-47,055
3241
$3.38M ﹤0.01%
168,742
-15,826
3242
$3.38M ﹤0.01%
127,181
+911
3243
$3.38M ﹤0.01%
227,555
-74,040
3244
$3.37M ﹤0.01%
149,513
+24,177
3245
$3.36M ﹤0.01%
73,898
-7,961
3246
$3.36M ﹤0.01%
37,343
-21,184
3247
$3.34M ﹤0.01%
45,296
-1,247
3248
$3.34M ﹤0.01%
127,796
-60,654
3249
$3.34M ﹤0.01%
97,074
+91,028
3250
$3.34M ﹤0.01%
202,114
-76,271