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
3501
$2.38M ﹤0.01%
45,003
-15,203
3502
$2.38M ﹤0.01%
60,921
-32,149
3503
$2.38M ﹤0.01%
123,104
+5,251
3504
$2.37M ﹤0.01%
540,785
-27,839
3505
$2.37M ﹤0.01%
93,874
-17,304
3506
$2.37M ﹤0.01%
200,641
-2,762
3507
$2.37M ﹤0.01%
+238,083
3508
$2.37M ﹤0.01%
235,179
+181,300
3509
$2.36M ﹤0.01%
260,682
+8,009
3510
$2.35M ﹤0.01%
33,401
-1,902
3511
$2.35M ﹤0.01%
137,925
-28,725
3512
$2.35M ﹤0.01%
63,347
-14,398
3513
$2.35M ﹤0.01%
139,220
+22,942
3514
$2.35M ﹤0.01%
81,586
+1,947
3515
$2.35M ﹤0.01%
+241,094
3516
$2.35M ﹤0.01%
79,677
-507,708
3517
$2.34M ﹤0.01%
119,678
+13,236
3518
$2.33M ﹤0.01%
888,455
+18,341
3519
$2.33M ﹤0.01%
39,459
-11,061
3520
$2.33M ﹤0.01%
54,163
-42,340
3521
$2.32M ﹤0.01%
17,895
-15,996
3522
$2.32M ﹤0.01%
194,595
+4,524
3523
$2.32M ﹤0.01%
77,929
+62,099
3524
$2.32M ﹤0.01%
20,605
+2,119
3525
$2.31M ﹤0.01%
103,947
+1,249