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
3926
$1.3M ﹤0.01%
39,528
+6,112
3927
$1.29M ﹤0.01%
36,467
+326
3928
$1.29M ﹤0.01%
29,699
+7,670
3929
$1.29M ﹤0.01%
43,194
-61,187
3930
$1.29M ﹤0.01%
7,379
-825
3931
$1.29M ﹤0.01%
77,201
+73,999
3932
$1.29M ﹤0.01%
27,092
-17,624
3933
$1.28M ﹤0.01%
82,215
-22,789
3934
$1.28M ﹤0.01%
51,954
+1,355
3935
$1.28M ﹤0.01%
70,066
-47,431
3936
$1.28M ﹤0.01%
30,652
+13,418
3937
$1.28M ﹤0.01%
12,937
-12,768
3938
$1.28M ﹤0.01%
+130,222
3939
$1.28M ﹤0.01%
83,472
-1,213
3940
$1.28M ﹤0.01%
154,895
+893
3941
$1.28M ﹤0.01%
136,931
+44,071
3942
$1.28M ﹤0.01%
45,407
+45,321
3943
$1.27M ﹤0.01%
118,025
+16,207
3944
$1.27M ﹤0.01%
+158,318
3945
$1.27M ﹤0.01%
24,239
+4,461
3946
$1.27M ﹤0.01%
15,789
-3,760
3947
$1.27M ﹤0.01%
131,743
+20,300
3948
$1.27M ﹤0.01%
62,936
-3,678
3949
$1.27M ﹤0.01%
16,318
-14,691
3950
$1.27M ﹤0.01%
32,678
-24,467