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
3251
$3.34M ﹤0.01%
34,023
-19,721
3252
$3.33M ﹤0.01%
239,432
-3,960
3253
$3.33M ﹤0.01%
+342,100
3254
$3.33M ﹤0.01%
220,304
+89,011
3255
$3.32M ﹤0.01%
296,607
+73,675
3256
$3.32M ﹤0.01%
+93,071
3257
$3.32M ﹤0.01%
251,808
+19,062
3258
$3.31M ﹤0.01%
19,465
-4,784
3259
$3.31M ﹤0.01%
99,696
-102,861
3260
$3.3M ﹤0.01%
136,297
-86,426
3261
$3.3M ﹤0.01%
+150,870
3262
$3.29M ﹤0.01%
104,507
-12,833
3263
$3.29M ﹤0.01%
169,908
+168,858
3264
$3.28M ﹤0.01%
56,821
+19,954
3265
$3.28M ﹤0.01%
42,423
+902
3266
$3.27M ﹤0.01%
364,719
-8,274
3267
$3.27M ﹤0.01%
410,025
+6,337
3268
$3.27M ﹤0.01%
34,974
-1,100
3269
$3.26M ﹤0.01%
327,008
+57,991
3270
$3.26M ﹤0.01%
37,693
-16,004
3271
$3.26M ﹤0.01%
241,653
-22,829
3272
$3.26M ﹤0.01%
236,714
-56,499
3273
$3.26M ﹤0.01%
97,064
+21,814
3274
$3.26M ﹤0.01%
37,326
+643
3275
$3.26M ﹤0.01%
112,754
-10,838