Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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 6.19%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$428M 0.04%
4,193,832
+98,477
352
$427M 0.04%
2,515,197
-1,539,570
353
$424M 0.04%
6,045,988
+302,878
354
$422M 0.04%
6,875,174
-61,611
355
$420M 0.04%
17,418,310
-4,277,595
356
$419M 0.04%
1,873,668
+62,026
357
$418M 0.04%
5,014,678
+210,393
358
$418M 0.04%
784,585
+11,090
359
$417M 0.04%
3,627,160
+129,508
360
$413M 0.04%
3,868,540
+411,448
361
$411M 0.04%
10,893,366
+395,900
362
$408M 0.04%
1,175,147
+73,051
363
$407M 0.04%
1,986,213
-29,979
364
$405M 0.04%
4,001,244
-46,692
365
$405M 0.04%
2,571,917
-230,883
366
$404M 0.04%
5,927,406
-136,646
367
$403M 0.04%
13,611,477
+4,055,524
368
$402M 0.04%
2,779,413
-381,731
369
$400M 0.04%
5,398,369
-933,332
370
$400M 0.04%
5,405,328
+761,356
371
$399M 0.04%
8,063,361
-5,432,992
372
$398M 0.04%
12,173,064
+264,379
373
$397M 0.04%
5,084,463
-389,012
374
$394M 0.04%
3,962,138
-121,346
375
$393M 0.04%
3,007,886
+5,009