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
3826
$1.48M ﹤0.01%
26,554
+1,382
3827
$1.48M ﹤0.01%
50,068
-3,116
3828
$1.47M ﹤0.01%
17,700
-47,479
3829
$1.47M ﹤0.01%
205,513
-106,336
3830
$1.47M ﹤0.01%
128,149
+22,823
3831
$1.47M ﹤0.01%
83,555
-99,691
3832
$1.47M ﹤0.01%
54,324
-38,786
3833
$1.47M ﹤0.01%
150,442
-33,872
3834
$1.47M ﹤0.01%
+150,000
3835
$1.46M ﹤0.01%
53,678
-48,735
3836
$1.46M ﹤0.01%
51,185
-32,246
3837
$1.46M ﹤0.01%
62,102
+20,663
3838
$1.46M ﹤0.01%
150,173
+51,198
3839
$1.46M ﹤0.01%
103,131
-29,155
3840
$1.46M ﹤0.01%
137,297
+49,068
3841
$1.46M ﹤0.01%
97,120
-148,285
3842
$1.46M ﹤0.01%
74,972
+61,391
3843
$1.46M ﹤0.01%
388,373
-221,276
3844
$1.46M ﹤0.01%
+150,000
3845
$1.45M ﹤0.01%
108,679
-1,186
3846
$1.45M ﹤0.01%
72,228
-7,233
3847
$1.45M ﹤0.01%
+150,296
3848
$1.45M ﹤0.01%
82,948
-36,387
3849
$1.45M ﹤0.01%
26,466
+2,874
3850
$1.45M ﹤0.01%
29,527
-12,476