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
3976
$1.23M ﹤0.01%
27,488
-33,750
3977
$1.22M ﹤0.01%
14,750
-5,059
3978
$1.22M ﹤0.01%
47,376
+16,286
3979
$1.22M ﹤0.01%
512,740
-443,871
3980
$1.22M ﹤0.01%
31,156
-47,710
3981
$1.21M ﹤0.01%
47,522
-20,590
3982
$1.21M ﹤0.01%
+125,153
3983
$1.21M ﹤0.01%
69,236
-36,456
3984
$1.21M ﹤0.01%
71,446
+59,524
3985
$1.21M ﹤0.01%
50,085
-966
3986
$1.2M ﹤0.01%
22,936
+10,350
3987
$1.2M ﹤0.01%
44,662
+44,510
3988
$1.2M ﹤0.01%
204,222
-430,606
3989
$1.2M ﹤0.01%
28,870
+28,381
3990
$1.2M ﹤0.01%
65,616
+6,542
3991
$1.2M ﹤0.01%
+120,942
3992
$1.2M ﹤0.01%
36,356
-5,479
3993
$1.19M ﹤0.01%
122,794
+120,290
3994
$1.19M ﹤0.01%
43,457
+1,146
3995
$1.19M ﹤0.01%
135,420
-665,300
3996
$1.19M ﹤0.01%
29,356
-17,149
3997
$1.18M ﹤0.01%
18,246
-34,126
3998
$1.18M ﹤0.01%
49,664
-10,072
3999
$1.18M ﹤0.01%
17,713
-5,604
4000
$1.18M ﹤0.01%
39,787
-1,374