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
3701
$1.8M ﹤0.01%
45,787
+26,776
3702
$1.8M ﹤0.01%
22,533
-6,194
3703
$1.8M ﹤0.01%
34,678
-42,167
3704
$1.79M ﹤0.01%
100,450
-68,001
3705
$1.79M ﹤0.01%
+40,302
3706
$1.79M ﹤0.01%
184,439
+10,000
3707
$1.78M ﹤0.01%
209,922
+2,978
3708
$1.78M ﹤0.01%
29,445
-145
3709
$1.78M ﹤0.01%
9,624
+766
3710
$1.78M ﹤0.01%
95,876
-59,590
3711
$1.78M ﹤0.01%
28,113
-47,604
3712
$1.78M ﹤0.01%
169,795
-134,972
3713
$1.77M ﹤0.01%
157,912
-94,048
3714
$1.77M ﹤0.01%
49,288
-49,765
3715
$1.77M ﹤0.01%
123,650
-99,807
3716
$1.77M ﹤0.01%
78,611
+29,344
3717
$1.77M ﹤0.01%
37,453
-69,385
3718
$1.77M ﹤0.01%
119,067
-137,567
3719
$1.77M ﹤0.01%
149,481
-53,937
3720
$1.76M ﹤0.01%
37,957
-111,957
3721
$1.76M ﹤0.01%
158,927
-12,368
3722
$1.75M ﹤0.01%
294,116
+45,449
3723
$1.75M ﹤0.01%
46,439
+35,169
3724
$1.75M ﹤0.01%
42,857
-24,516
3725
$1.75M ﹤0.01%
51,498
-105,359