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
3776
$1.6M ﹤0.01%
76,738
-5,677
3777
$1.6M ﹤0.01%
202,696
+23,747
3778
$1.6M ﹤0.01%
118,605
+25,063
3779
$1.59M ﹤0.01%
33,397
-24,291
3780
$1.59M ﹤0.01%
+153,750
3781
$1.59M ﹤0.01%
158,125
3782
$1.59M ﹤0.01%
7,082
-1,780
3783
$1.58M ﹤0.01%
36,580
-34,358
3784
$1.58M ﹤0.01%
+163,998
3785
$1.58M ﹤0.01%
82,536
-16,939
3786
$1.58M ﹤0.01%
41,738
-484
3787
$1.58M ﹤0.01%
127,790
+68,923
3788
$1.57M ﹤0.01%
156,022
+151,208
3789
$1.57M ﹤0.01%
285,178
-217,760
3790
$1.55M ﹤0.01%
+38,009
3791
$1.55M ﹤0.01%
118,861
-44,143
3792
$1.55M ﹤0.01%
188,841
+4,654
3793
$1.55M ﹤0.01%
49,562
-57,976
3794
$1.55M ﹤0.01%
+160,000
3795
$1.55M ﹤0.01%
+79,900
3796
$1.54M ﹤0.01%
28,187
-133,318
3797
$1.54M ﹤0.01%
24,461
-31,774
3798
$1.54M ﹤0.01%
29,968
-12,982
3799
$1.54M ﹤0.01%
37,732
-23,034
3800
$1.54M ﹤0.01%
62,062
+702