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
3301
$3.14M ﹤0.01%
223,438
-126,919
3302
$3.14M ﹤0.01%
181,992
-61,425
3303
$3.13M ﹤0.01%
175,922
-83,909
3304
$3.13M ﹤0.01%
332,785
-53,300
3305
$3.13M ﹤0.01%
163,857
-89,731
3306
$3.12M ﹤0.01%
53,487
+16,662
3307
$3.12M ﹤0.01%
169,399
+7,857
3308
$3.12M ﹤0.01%
+21,264
3309
$3.1M ﹤0.01%
206,907
-7,192
3310
$3.1M ﹤0.01%
262,961
-131,409
3311
$3.09M ﹤0.01%
39,891
-726
3312
$3.09M ﹤0.01%
189,322
-18,170
3313
$3.08M ﹤0.01%
543,984
-22,805
3314
$3.07M ﹤0.01%
306,374
-9,876
3315
$3.07M ﹤0.01%
112,131
-64,181
3316
$3.07M ﹤0.01%
278,034
+106,290
3317
$3.07M ﹤0.01%
63,366
+4,093
3318
$3.07M ﹤0.01%
+317,599
3319
$3.06M ﹤0.01%
162,591
+1,764
3320
$3.06M ﹤0.01%
185,233
-26,344
3321
$3.06M ﹤0.01%
48,985
-21,910
3322
$3.06M ﹤0.01%
216,470
+52,259
3323
$3.05M ﹤0.01%
315,096
+227,256
3324
$3.05M ﹤0.01%
196,032
-92,499
3325
$3.05M ﹤0.01%
28,512
-29,411