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
3801
$1.54M ﹤0.01%
34,005
-828
3802
$1.53M ﹤0.01%
56,038
-259,022
3803
$1.53M ﹤0.01%
27,913
-10,688
3804
$1.53M ﹤0.01%
24,038
-30,364
3805
$1.53M ﹤0.01%
73,868
-34,720
3806
$1.53M ﹤0.01%
173,743
-90,066
3807
$1.52M ﹤0.01%
45,022
+3,375
3808
$1.52M ﹤0.01%
34,330
+16,511
3809
$1.52M ﹤0.01%
228,413
-98,088
3810
$1.52M ﹤0.01%
155,337
+13,490
3811
$1.52M ﹤0.01%
23,519
-412
3812
$1.52M ﹤0.01%
87,841
-50,320
3813
$1.52M ﹤0.01%
824,283
+43,042
3814
$1.51M ﹤0.01%
156,865
+56,865
3815
$1.51M ﹤0.01%
73,156
+15,205
3816
$1.51M ﹤0.01%
30,292
-39,771
3817
$1.51M ﹤0.01%
147,228
3818
$1.51M ﹤0.01%
105,043
-21,566
3819
$1.51M ﹤0.01%
25,000
3820
$1.51M ﹤0.01%
47,545
-8,929
3821
$1.51M ﹤0.01%
114,002
-9,332
3822
$1.51M ﹤0.01%
89,762
+2,657
3823
$1.5M ﹤0.01%
161,899
+13,106
3824
$1.5M ﹤0.01%
69,517
+11,200
3825
$1.49M ﹤0.01%
+150,000