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
3651
$1.94M ﹤0.01%
233,115
+10,590
3652
$1.94M ﹤0.01%
400
3653
$1.94M ﹤0.01%
76,585
-2,442
3654
$1.94M ﹤0.01%
+103,097
3655
$1.93M ﹤0.01%
+200,000
3656
$1.93M ﹤0.01%
+200,557
3657
$1.93M ﹤0.01%
547,808
+27,780
3658
$1.93M ﹤0.01%
32,869
+1,541
3659
$1.93M ﹤0.01%
+199,339
3660
$1.92M ﹤0.01%
46,812
-27,551
3661
$1.91M ﹤0.01%
34,970
+22
3662
$1.91M ﹤0.01%
123,069
-166,836
3663
$1.91M ﹤0.01%
139,997
-184,987
3664
$1.91M ﹤0.01%
86,716
+86,715
3665
$1.91M ﹤0.01%
24,314
-13,798
3666
$1.91M ﹤0.01%
+181,506
3667
$1.91M ﹤0.01%
66,127
+16,068
3668
$1.91M ﹤0.01%
10,855
-3,180
3669
$1.91M ﹤0.01%
51,775
-56,085
3670
$1.9M ﹤0.01%
47,939
+177
3671
$1.9M ﹤0.01%
49,730
+2,541
3672
$1.9M ﹤0.01%
28,134
-866
3673
$1.9M ﹤0.01%
16,542
+4,153
3674
$1.9M ﹤0.01%
95,810
+4,269
3675
$1.89M ﹤0.01%
+18,816