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
4076
$1.07M ﹤0.01%
27,768
-23,034
4077
$1.06M ﹤0.01%
373,620
+29,101
4078
$1.06M ﹤0.01%
17,871
+1,542
4079
$1.06M ﹤0.01%
113,859
+31,904
4080
$1.06M ﹤0.01%
15,100
+142
4081
$1.06M ﹤0.01%
107,746
-27,364
4082
$1.06M ﹤0.01%
52,755
-17,139
4083
$1.06M ﹤0.01%
+83,775
4084
$1.06M ﹤0.01%
183,752
-20,601
4085
$1.05M ﹤0.01%
398,682
+36,206
4086
$1.05M ﹤0.01%
347,384
-28,864
4087
$1.05M ﹤0.01%
+41,683
4088
$1.05M ﹤0.01%
45,622
-27,817
4089
$1.05M ﹤0.01%
+52,697
4090
$1.05M ﹤0.01%
+70,130
4091
$1.05M ﹤0.01%
66,683
-1,092
4092
$1.05M ﹤0.01%
+3,223
4093
$1.04M ﹤0.01%
59,721
-8,864
4094
$1.04M ﹤0.01%
9,403
-1,200
4095
$1.04M ﹤0.01%
71,576
-30,637
4096
$1.04M ﹤0.01%
32,234
-32,377
4097
$1.03M ﹤0.01%
2,613
+1,302
4098
$1.03M ﹤0.01%
6,962
-9,883
4099
$1.03M ﹤0.01%
61,041
-2,218
4100
$1.03M ﹤0.01%
18,840
+2,349