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
3951
$1.26M ﹤0.01%
20,094
-14,957
3952
$1.26M ﹤0.01%
25,000
3953
$1.26M ﹤0.01%
28,629
-10,543
3954
$1.26M ﹤0.01%
19,349
+4,920
3955
$1.26M ﹤0.01%
149,106
-5,965
3956
$1.26M ﹤0.01%
309,630
+143,592
3957
$1.26M ﹤0.01%
68,585
-89,406
3958
$1.26M ﹤0.01%
108,493
+7,034
3959
$1.26M ﹤0.01%
37,282
-352
3960
$1.26M ﹤0.01%
+50,000
3961
$1.25M ﹤0.01%
65,885
-28,007
3962
$1.25M ﹤0.01%
46,956
-2,634
3963
$1.25M ﹤0.01%
20,501
-24,454
3964
$1.25M ﹤0.01%
46,040
-257
3965
$1.24M ﹤0.01%
26,149
-7,792
3966
$1.24M ﹤0.01%
81,705
+11,202
3967
$1.24M ﹤0.01%
35,978
-12,429
3968
$1.24M ﹤0.01%
17,146
-9,829
3969
$1.24M ﹤0.01%
62,414
-1,877
3970
$1.24M ﹤0.01%
19,400
3971
$1.24M ﹤0.01%
143,656
-339,244
3972
$1.23M ﹤0.01%
50,991
-38,944
3973
$1.23M ﹤0.01%
85,959
-80,584
3974
$1.23M ﹤0.01%
19,787
-16,075
3975
$1.23M ﹤0.01%
43,305
+3,390