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
3876
$1.41M ﹤0.01%
40,583
-5,403
3877
$1.41M ﹤0.01%
+93,059
3878
$1.4M ﹤0.01%
29,962
+851
3879
$1.4M ﹤0.01%
84,435
+3,853
3880
$1.4M ﹤0.01%
81,762
+29,563
3881
$1.39M ﹤0.01%
64,899
+40,589
3882
$1.39M ﹤0.01%
44,738
+36,599
3883
$1.39M ﹤0.01%
+140,646
3884
$1.39M ﹤0.01%
85,452
+5,771
3885
$1.39M ﹤0.01%
26,914
-2,508
3886
$1.39M ﹤0.01%
86,720
+57,663
3887
$1.39M ﹤0.01%
64,157
+48,859
3888
$1.38M ﹤0.01%
86,588
-4,571
3889
$1.38M ﹤0.01%
326,331
-80,967
3890
$1.37M ﹤0.01%
54,836
-56,348
3891
$1.37M ﹤0.01%
20,256
-17,986
3892
$1.37M ﹤0.01%
89,635
+56,313
3893
$1.37M ﹤0.01%
40,019
+1,273
3894
$1.37M ﹤0.01%
28,007
+406
3895
$1.36M ﹤0.01%
89,780
+29,544
3896
$1.36M ﹤0.01%
38,321
+31,576
3897
$1.36M ﹤0.01%
49,932
-430
3898
$1.36M ﹤0.01%
91,709
-10,075
3899
$1.36M ﹤0.01%
63,770
+5,511
3900
$1.35M ﹤0.01%
29,632
+131