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
3276
$3.25M ﹤0.01%
67,171
-15,940
3277
$3.25M ﹤0.01%
159,355
-32,238
3278
$3.25M ﹤0.01%
173,637
-12,927
3279
$3.25M ﹤0.01%
297,439
-101,818
3280
$3.24M ﹤0.01%
211,672
-838,152
3281
$3.24M ﹤0.01%
369,129
+44,936
3282
$3.24M ﹤0.01%
102,560
+4,860
3283
$3.24M ﹤0.01%
324,000
-682
3284
$3.23M ﹤0.01%
38,514
+11,879
3285
$3.23M ﹤0.01%
325,000
-3,173
3286
$3.23M ﹤0.01%
99,173
-2,254
3287
$3.23M ﹤0.01%
421,565
-3,698
3288
$3.22M ﹤0.01%
135,927
-223,919
3289
$3.22M ﹤0.01%
325,000
-100,000
3290
$3.22M ﹤0.01%
187,141
+128,239
3291
$3.22M ﹤0.01%
1,601,205
+8,725
3292
$3.22M ﹤0.01%
225,739
+51,629
3293
$3.22M ﹤0.01%
206,331
+119,781
3294
$3.21M ﹤0.01%
220,065
-59,931
3295
$3.21M ﹤0.01%
144,687
-4,042
3296
$3.17M ﹤0.01%
58,270
+1,484
3297
$3.17M ﹤0.01%
198,938
+2,027
3298
$3.17M ﹤0.01%
40,820
-13,118
3299
$3.16M ﹤0.01%
136,682
-7,011
3300
$3.15M ﹤0.01%
111,542
+3,089