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
3626
$1.98M ﹤0.01%
145,348
-12,194
3627
$1.98M ﹤0.01%
+200,000
3628
$1.98M ﹤0.01%
95,152
+298
3629
$1.98M ﹤0.01%
+203,385
3630
$1.97M ﹤0.01%
15,335
-4,605
3631
$1.97M ﹤0.01%
67,411
-64,343
3632
$1.97M ﹤0.01%
153,302
-18,045
3633
$1.97M ﹤0.01%
81,791
-25,899
3634
$1.97M ﹤0.01%
26,172
-4,189
3635
$1.96M ﹤0.01%
28,058
-34,622
3636
$1.96M ﹤0.01%
29,081
-1,183
3637
$1.96M ﹤0.01%
36,799
-84,266
3638
$1.96M ﹤0.01%
26,534
-20,797
3639
$1.96M ﹤0.01%
41,440
+553
3640
$1.95M ﹤0.01%
199,998
3641
$1.95M ﹤0.01%
40,584
-8,559
3642
$1.95M ﹤0.01%
222,599
-63,104
3643
$1.95M ﹤0.01%
77,101
-29,690
3644
$1.95M ﹤0.01%
215,484
+24,151
3645
$1.95M ﹤0.01%
161,339
-98,198
3646
$1.94M ﹤0.01%
415,394
+129,446
3647
$1.94M ﹤0.01%
43,868
-95,284
3648
$1.94M ﹤0.01%
32,666
+5,024
3649
$1.94M ﹤0.01%
+199,388
3650
$1.94M ﹤0.01%
118,903
+859