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
3401
$2.74M ﹤0.01%
106,313
+8,831
3402
$2.74M ﹤0.01%
315,712
-82,505
3403
$2.74M ﹤0.01%
29,688
-15,393
3404
$2.73M ﹤0.01%
84,766
-51,309
3405
$2.73M ﹤0.01%
100,965
-88,812
3406
$2.72M ﹤0.01%
102,286
-59,650
3407
$2.71M ﹤0.01%
+96,566
3408
$2.7M ﹤0.01%
100,273
+20,343
3409
$2.7M ﹤0.01%
269,560
-30,440
3410
$2.69M ﹤0.01%
114,929
-27,074
3411
$2.69M ﹤0.01%
35,250
-55,723
3412
$2.69M ﹤0.01%
122,845
-43,225
3413
$2.69M ﹤0.01%
275,000
3414
$2.69M ﹤0.01%
88,305
-91,335
3415
$2.68M ﹤0.01%
+275,000
3416
$2.67M ﹤0.01%
107,164
-9,401
3417
$2.67M ﹤0.01%
41,230
-30,333
3418
$2.66M ﹤0.01%
127,775
+2,518
3419
$2.66M ﹤0.01%
54,848
-9,583
3420
$2.65M ﹤0.01%
181,356
-6,918
3421
$2.65M ﹤0.01%
108,745
-14,012
3422
$2.65M ﹤0.01%
273,362
-147,820
3423
$2.65M ﹤0.01%
57,623
+12,283
3424
$2.64M ﹤0.01%
58,340
-955
3425
$2.64M ﹤0.01%
114,282
+5,594