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
4001
$1.18M ﹤0.01%
77,824
-36,220
4002
$1.18M ﹤0.01%
50,641
+2,511
4003
$1.18M ﹤0.01%
29,149
-237
4004
$1.18M ﹤0.01%
38,985
+31,799
4005
$1.17M ﹤0.01%
12,034
+7,149
4006
$1.17M ﹤0.01%
71,987
-1,896
4007
$1.17M ﹤0.01%
66,962
-62,542
4008
$1.17M ﹤0.01%
98,775
-28,512
4009
$1.17M ﹤0.01%
80,840
+73,530
4010
$1.17M ﹤0.01%
120,474
+40,000
4011
$1.16M ﹤0.01%
+119,998
4012
$1.16M ﹤0.01%
119,500
+25,000
4013
$1.16M ﹤0.01%
+17,916
4014
$1.16M ﹤0.01%
+6,001
4015
$1.16M ﹤0.01%
23,541
+3,846
4016
$1.15M ﹤0.01%
79,087
+45,311
4017
$1.15M ﹤0.01%
351,603
-34,004
4018
$1.15M ﹤0.01%
20,469
+533
4019
$1.15M ﹤0.01%
84,465
-6,455
4020
$1.15M ﹤0.01%
63,504
-224,076
4021
$1.15M ﹤0.01%
68,793
-2,295
4022
$1.15M ﹤0.01%
69,924
-49,311
4023
$1.14M ﹤0.01%
60,714
-11,235
4024
$1.14M ﹤0.01%
63,895
-1,936
4025
$1.14M ﹤0.01%
81,546
-1,956