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
3726
$1.74M ﹤0.01%
202,449
-352,214
3727
$1.74M ﹤0.01%
46,591
+36,318
3728
$1.74M ﹤0.01%
66,100
-61,112
3729
$1.73M ﹤0.01%
171,664
-653,336
3730
$1.73M ﹤0.01%
27,374
-24,147
3731
$1.72M ﹤0.01%
16,826
-9,299
3732
$1.72M ﹤0.01%
172,648
3733
$1.71M ﹤0.01%
26,032
+22,838
3734
$1.71M ﹤0.01%
22,804
+4,854
3735
$1.71M ﹤0.01%
27,627
-5,107
3736
$1.71M ﹤0.01%
36,685
+15,205
3737
$1.71M ﹤0.01%
64,519
-14,338
3738
$1.71M ﹤0.01%
104,100
+2,669
3739
$1.7M ﹤0.01%
31,166
+20,954
3740
$1.7M ﹤0.01%
9,211
+7,628
3741
$1.7M ﹤0.01%
193,805
-21,070
3742
$1.69M ﹤0.01%
76,539
-50,732
3743
$1.69M ﹤0.01%
285,944
+19,239
3744
$1.69M ﹤0.01%
+175,000
3745
$1.69M ﹤0.01%
15,847
+15,435
3746
$1.69M ﹤0.01%
113,098
-62,716
3747
$1.68M ﹤0.01%
105,128
+103,928
3748
$1.68M ﹤0.01%
111,831
+27,329
3749
$1.68M ﹤0.01%
43,938
-39,113
3750
$1.68M ﹤0.01%
46,595
-50,169