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
3751
$1.67M ﹤0.01%
106,634
-24,701
3752
$1.67M ﹤0.01%
288,814
-12,333
3753
$1.67M ﹤0.01%
45,078
+7,769
3754
$1.66M ﹤0.01%
22,703
+2,736
3755
$1.66M ﹤0.01%
277,743
-111,343
3756
$1.66M ﹤0.01%
42,706
-29,564
3757
$1.66M ﹤0.01%
13,793
+12,198
3758
$1.65M ﹤0.01%
24,712
+6,269
3759
$1.64M ﹤0.01%
33,993
+555
3760
$1.64M ﹤0.01%
29,747
-29,360
3761
$1.63M ﹤0.01%
40,426
-30,295
3762
$1.63M ﹤0.01%
167,846
+77,500
3763
$1.62M ﹤0.01%
52,820
+35,967
3764
$1.62M ﹤0.01%
199,302
+169,853
3765
$1.62M ﹤0.01%
6,430
+108
3766
$1.61M ﹤0.01%
27,911
+2,444
3767
$1.61M ﹤0.01%
32,734
-51,265
3768
$1.61M ﹤0.01%
165,869
3769
$1.61M ﹤0.01%
16,980
-13,882
3770
$1.61M ﹤0.01%
166,523
+25,000
3771
$1.61M ﹤0.01%
63,125
-14,835
3772
$1.61M ﹤0.01%
58,746
-1,468
3773
$1.61M ﹤0.01%
114,879
-41,726
3774
$1.61M ﹤0.01%
75,696
-3,722
3775
$1.6M ﹤0.01%
177,791
-399,983