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
4051
$1.11M ﹤0.01%
114,028
4052
$1.1M ﹤0.01%
129,674
-83,796
4053
$1.1M ﹤0.01%
113,662
+53,200
4054
$1.1M ﹤0.01%
57,047
-41,955
4055
$1.1M ﹤0.01%
163,870
-83,704
4056
$1.1M ﹤0.01%
22,881
-74,828
4057
$1.1M ﹤0.01%
+11,050
4058
$1.1M ﹤0.01%
38,986
-54,537
4059
$1.1M ﹤0.01%
31,295
+12,577
4060
$1.1M ﹤0.01%
74,334
-57,117
4061
$1.09M ﹤0.01%
49,765
+1,231
4062
$1.09M ﹤0.01%
11,904
-1,001
4063
$1.09M ﹤0.01%
281,105
-66,192
4064
$1.09M ﹤0.01%
85,034
+1,992
4065
$1.09M ﹤0.01%
14,611
-1,081
4066
$1.09M ﹤0.01%
31,632
-23,504
4067
$1.09M ﹤0.01%
42,964
-44,048
4068
$1.08M ﹤0.01%
84,621
+10,036
4069
$1.08M ﹤0.01%
+25,500
4070
$1.08M ﹤0.01%
118,372
+20,076
4071
$1.07M ﹤0.01%
81,641
-32,542
4072
$1.07M ﹤0.01%
110,299
-51,527
4073
$1.07M ﹤0.01%
64,523
-81,494
4074
$1.07M ﹤0.01%
60,897
-64,682
4075
$1.07M ﹤0.01%
43,704
+466