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
3526
$2.31M ﹤0.01%
75,344
-1,214
3527
$2.31M ﹤0.01%
156,912
+1,531
3528
$2.3M ﹤0.01%
57,786
+210
3529
$2.3M ﹤0.01%
55,163
-34,272
3530
$2.29M ﹤0.01%
4,931
-212
3531
$2.29M ﹤0.01%
155,035
-241,029
3532
$2.28M ﹤0.01%
42,434
+14,922
3533
$2.28M ﹤0.01%
46,530
-7,005
3534
$2.27M ﹤0.01%
51,617
+15,646
3535
$2.26M ﹤0.01%
21,379
-15,992
3536
$2.26M ﹤0.01%
+235,000
3537
$2.25M ﹤0.01%
30,639
+14,804
3538
$2.25M ﹤0.01%
8,725
+1,233
3539
$2.24M ﹤0.01%
34,433
-24,065
3540
$2.24M ﹤0.01%
61,296
+22,165
3541
$2.24M ﹤0.01%
+29,800
3542
$2.24M ﹤0.01%
194,048
-151,597
3543
$2.24M ﹤0.01%
33,712
+10,920
3544
$2.23M ﹤0.01%
45,482
-36,090
3545
$2.23M ﹤0.01%
37,489
+1,656
3546
$2.23M ﹤0.01%
+229,633
3547
$2.23M ﹤0.01%
89,128
+9,515
3548
$2.22M ﹤0.01%
97,307
-80,824
3549
$2.21M ﹤0.01%
18,087
-18,701
3550
$2.21M ﹤0.01%
+227,068