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
3901
$1.35M ﹤0.01%
79,200
+3,055
3902
$1.35M ﹤0.01%
104,859
+77,684
3903
$1.35M ﹤0.01%
105,587
+16,808
3904
$1.35M ﹤0.01%
348
+114
3905
$1.34M ﹤0.01%
136,277
+86,277
3906
$1.34M ﹤0.01%
28,581
+962
3907
$1.33M ﹤0.01%
44,434
-15,149
3908
$1.33M ﹤0.01%
58,230
+294
3909
$1.33M ﹤0.01%
86,862
-1,277
3910
$1.33M ﹤0.01%
88,852
-66,722
3911
$1.33M ﹤0.01%
16,467
-3,522
3912
$1.33M ﹤0.01%
156,624
-54,277
3913
$1.32M ﹤0.01%
46,291
+2,648
3914
$1.32M ﹤0.01%
87,363
-6,385
3915
$1.31M ﹤0.01%
12,210
+9,305
3916
$1.31M ﹤0.01%
43,049
-40,165
3917
$1.31M ﹤0.01%
373,250
-236,080
3918
$1.31M ﹤0.01%
50,629
-498
3919
$1.31M ﹤0.01%
16,738
-18,948
3920
$1.31M ﹤0.01%
114,496
-8,582
3921
$1.31M ﹤0.01%
98,924
-44,905
3922
$1.3M ﹤0.01%
30,192
-59,786
3923
$1.3M ﹤0.01%
39,094
-10,108
3924
$1.3M ﹤0.01%
34,305
-14,469
3925
$1.3M ﹤0.01%
+50,000