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
3451
$2.56M ﹤0.01%
209,029
-103,481
3452
$2.56M ﹤0.01%
55,408
+885
3453
$2.56M ﹤0.01%
297,217
+211,832
3454
$2.55M ﹤0.01%
73,359
+1,600
3455
$2.54M ﹤0.01%
277,036
-131,673
3456
$2.54M ﹤0.01%
93,682
+3,532
3457
$2.54M ﹤0.01%
45,986
+3,718
3458
$2.53M ﹤0.01%
256,004
-35
3459
$2.53M ﹤0.01%
37,481
-3,552
3460
$2.53M ﹤0.01%
34,644
-30,149
3461
$2.52M ﹤0.01%
573
+566
3462
$2.52M ﹤0.01%
634,097
+153
3463
$2.52M ﹤0.01%
110,087
+1,930
3464
$2.51M ﹤0.01%
164,313
-58,263
3465
$2.51M ﹤0.01%
83,937
+43,403
3466
$2.51M ﹤0.01%
5
3467
$2.5M ﹤0.01%
120,477
-10,363
3468
$2.5M ﹤0.01%
96,910
+2,985
3469
$2.5M ﹤0.01%
57,783
-2,421
3470
$2.5M ﹤0.01%
140,542
+59,041
3471
$2.5M ﹤0.01%
101,994
-18,984
3472
$2.49M ﹤0.01%
85,209
-181
3473
$2.48M ﹤0.01%
192,320
+15,216
3474
$2.48M ﹤0.01%
103,112
-28,024
3475
$2.48M ﹤0.01%
+100,000