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
3476
$2.48M ﹤0.01%
+16,667
3477
$2.47M ﹤0.01%
202,088
+8,100
3478
$2.47M ﹤0.01%
228,417
-43,899
3479
$2.47M ﹤0.01%
79,244
-56,650
3480
$2.47M ﹤0.01%
+250,000
3481
$2.46M ﹤0.01%
54,545
-68,381
3482
$2.46M ﹤0.01%
211,568
-106,186
3483
$2.46M ﹤0.01%
+247,998
3484
$2.46M ﹤0.01%
183,513
+19,865
3485
$2.45M ﹤0.01%
27,910
-1,743
3486
$2.44M ﹤0.01%
87,021
-4,070
3487
$2.44M ﹤0.01%
250,000
+249,999
3488
$2.44M ﹤0.01%
117,520
+9,172
3489
$2.44M ﹤0.01%
76,054
-10,790
3490
$2.43M ﹤0.01%
9,108
-9,924
3491
$2.43M ﹤0.01%
15,695
+676
3492
$2.42M ﹤0.01%
32,130
-31,366
3493
$2.42M ﹤0.01%
95,664
+8,137
3494
$2.42M ﹤0.01%
130,469
-309,531
3495
$2.41M ﹤0.01%
31,777
-38,105
3496
$2.41M ﹤0.01%
153,510
+6,888
3497
$2.41M ﹤0.01%
55,158
+1,352
3498
$2.41M ﹤0.01%
75,543
+16,227
3499
$2.4M ﹤0.01%
75,404
-67,742
3500
$2.39M ﹤0.01%
44,409
-66,864