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
3351
$2.95M ﹤0.01%
65,733
+24,018
3352
$2.94M ﹤0.01%
297,046
+297,037
3353
$2.93M ﹤0.01%
339,323
-53,651
3354
$2.93M ﹤0.01%
+300,000
3355
$2.93M ﹤0.01%
82,389
-61,575
3356
$2.92M ﹤0.01%
215,882
-26,604
3357
$2.92M ﹤0.01%
125,820
-56,074
3358
$2.92M ﹤0.01%
+300,000
3359
$2.92M ﹤0.01%
602,186
-115,480
3360
$2.92M ﹤0.01%
18,108
+124
3361
$2.91M ﹤0.01%
27,701
+1,781
3362
$2.91M ﹤0.01%
299,551
+43,436
3363
$2.91M ﹤0.01%
69,238
+32,725
3364
$2.9M ﹤0.01%
41,665
-2,035
3365
$2.9M ﹤0.01%
96,163
-23,226
3366
$2.9M ﹤0.01%
84,233
+3,766
3367
$2.9M ﹤0.01%
121,419
+83,669
3368
$2.9M ﹤0.01%
340,449
+34,658
3369
$2.89M ﹤0.01%
36,053
-4,034
3370
$2.88M ﹤0.01%
112,048
+8,981
3371
$2.87M ﹤0.01%
30,949
+19,038
3372
$2.87M ﹤0.01%
+291,795
3373
$2.86M ﹤0.01%
308,669
+306,669
3374
$2.85M ﹤0.01%
180,578
-209
3375
$2.85M ﹤0.01%
193,075
+98,900