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
3576
$2.14M ﹤0.01%
151,541
-111,994
3577
$2.13M ﹤0.01%
43,985
-46,568
3578
$2.13M ﹤0.01%
62,736
+46,373
3579
$2.13M ﹤0.01%
118,614
+12,518
3580
$2.13M ﹤0.01%
51,882
-35,598
3581
$2.12M ﹤0.01%
184,218
+9,458
3582
$2.12M ﹤0.01%
5,561
+4,646
3583
$2.11M ﹤0.01%
296,077
+15,885
3584
$2.11M ﹤0.01%
30,067
+1,759
3585
$2.1M ﹤0.01%
34,316
-11,416
3586
$2.1M ﹤0.01%
35,783
+8,907
3587
$2.09M ﹤0.01%
7,104
+3,806
3588
$2.09M ﹤0.01%
107,953
-30,333
3589
$2.09M ﹤0.01%
23,838
-9,354
3590
$2.08M ﹤0.01%
81,170
+78,020
3591
$2.08M ﹤0.01%
24,396
-10,245
3592
$2.08M ﹤0.01%
65,336
+2,484
3593
$2.08M ﹤0.01%
132,730
+4,144
3594
$2.08M ﹤0.01%
28,450
-6,895
3595
$2.07M ﹤0.01%
53,939
-40,595
3596
$2.07M ﹤0.01%
214,129
3597
$2.06M ﹤0.01%
69,420
+2,328
3598
$2.06M ﹤0.01%
290,029
-52,236
3599
$2.06M ﹤0.01%
69,325
-1,985
3600
$2.05M ﹤0.01%
67,452
+48,373