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
3551
$2.21M ﹤0.01%
257,595
+14,049
3552
$2.2M ﹤0.01%
99,599
-356
3553
$2.2M ﹤0.01%
56,551
-95,809
3554
$2.19M ﹤0.01%
45,654
-62,303
3555
$2.19M ﹤0.01%
28,774
-1,480
3556
$2.19M ﹤0.01%
226,100
+76,100
3557
$2.19M ﹤0.01%
+4,208
3558
$2.18M ﹤0.01%
105,519
-19,470
3559
$2.17M ﹤0.01%
54,091
+12,016
3560
$2.17M ﹤0.01%
174,665
-51,303
3561
$2.17M ﹤0.01%
6,413
-432
3562
$2.17M ﹤0.01%
223,801
+38,945
3563
$2.17M ﹤0.01%
93,965
-6,545
3564
$2.17M ﹤0.01%
19,631
-2,456
3565
$2.16M ﹤0.01%
73,863
-59,768
3566
$2.16M ﹤0.01%
130,562
-117,065
3567
$2.16M ﹤0.01%
135,057
-94,874
3568
$2.16M ﹤0.01%
11,297
-821
3569
$2.16M ﹤0.01%
34,545
+3,034
3570
$2.16M ﹤0.01%
+221,000
3571
$2.15M ﹤0.01%
63,544
-1,460
3572
$2.15M ﹤0.01%
82,091
-24,089
3573
$2.15M ﹤0.01%
127,494
-22,619
3574
$2.14M ﹤0.01%
75,386
-55,019
3575
$2.14M ﹤0.01%
84,628
+6,754