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
3601
$2.05M ﹤0.01%
127,140
-4,445
3602
$2.04M ﹤0.01%
60,252
-65,711
3603
$2.03M ﹤0.01%
86,573
+7,423
3604
$2.02M ﹤0.01%
417,620
+346,784
3605
$2.02M ﹤0.01%
78,846
+14,918
3606
$2.02M ﹤0.01%
60,135
-53,042
3607
$2.02M ﹤0.01%
55,542
-19,076
3608
$2.02M ﹤0.01%
+208,799
3609
$2.01M ﹤0.01%
128,740
+73,173
3610
$2.01M ﹤0.01%
23,576
-4,121
3611
$2.01M ﹤0.01%
431,638
-203,411
3612
$2.01M ﹤0.01%
+142,000
3613
$2.01M ﹤0.01%
48,161
-34,279
3614
$2M ﹤0.01%
150,873
-24,061
3615
$2M ﹤0.01%
+99,931
3616
$2M ﹤0.01%
22,571
-10,597
3617
$2M ﹤0.01%
32,411
-28,968
3618
$2M ﹤0.01%
+203,913
3619
$2M ﹤0.01%
+200,000
3620
$2M ﹤0.01%
123,503
-23,948
3621
$1.99M ﹤0.01%
365,858
-357,576
3622
$1.99M ﹤0.01%
15,122
+4,215
3623
$1.99M ﹤0.01%
77,600
+17,354
3624
$1.99M ﹤0.01%
205,499
+105,499
3625
$1.98M ﹤0.01%
109,823
-16,707