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
3326
$3.04M ﹤0.01%
119,732
+4,943
3327
$3.04M ﹤0.01%
318,838
+23,611
3328
$3.03M ﹤0.01%
+100,000
3329
$3.03M ﹤0.01%
72,172
+38,800
3330
$3.03M ﹤0.01%
112,454
-4,233
3331
$3.02M ﹤0.01%
119,749
-13,375
3332
$3.02M ﹤0.01%
108,789
-98,682
3333
$3.02M ﹤0.01%
70,542
-39,227
3334
$3.02M ﹤0.01%
132,764
+56,308
3335
$3.02M ﹤0.01%
57,997
-20,809
3336
$3.02M ﹤0.01%
89,353
-413
3337
$3.02M ﹤0.01%
61,539
-19,816
3338
$3.01M ﹤0.01%
160,849
-88,546
3339
$3.01M ﹤0.01%
130,601
-5,763
3340
$3M ﹤0.01%
103,494
-13,161
3341
$2.99M ﹤0.01%
102,064
-64,929
3342
$2.99M ﹤0.01%
122,067
-14,905
3343
$2.98M ﹤0.01%
300,000
3344
$2.98M ﹤0.01%
81,989
-3,717
3345
$2.98M ﹤0.01%
119,532
+18,202
3346
$2.96M ﹤0.01%
87,924
-55,490
3347
$2.96M ﹤0.01%
187,695
+4,318
3348
$2.96M ﹤0.01%
112,339
+1,735
3349
$2.95M ﹤0.01%
109,438
+17,153
3350
$2.95M ﹤0.01%
313,231
-20,575