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
4101
$1.03M ﹤0.01%
40,572
-2,817
4102
$1.03M ﹤0.01%
57,398
+12,645
4103
$1.03M ﹤0.01%
+29,626
4104
$1.03M ﹤0.01%
63,592
-4,761
4105
$1.03M ﹤0.01%
37,902
-49,108
4106
$1.03M ﹤0.01%
33,218
+6,459
4107
$1.03M ﹤0.01%
33,503
-93,041
4108
$1.02M ﹤0.01%
31,157
-8,265
4109
$1.02M ﹤0.01%
211,690
+18,219
4110
$1.01M ﹤0.01%
81,617
-3,847
4111
$1.01M ﹤0.01%
101,942
+18,443
4112
$1.01M ﹤0.01%
97,486
-74,581
4113
$1.01M ﹤0.01%
104,334
+10,299
4114
$1.01M ﹤0.01%
124,135
+120,636
4115
$1.01M ﹤0.01%
36,787
+4,770
4116
$1.01M ﹤0.01%
20,540
-53,230
4117
$1.01M ﹤0.01%
46,970
-19,170
4118
$1.01M ﹤0.01%
100,143
4119
$1M ﹤0.01%
103,230
+54,898
4120
$1M ﹤0.01%
52,258
+7,348
4121
$1M ﹤0.01%
197,122
-463,703
4122
$1M ﹤0.01%
23,630
-7,608
4123
$1M ﹤0.01%
103,700
4124
$1M ﹤0.01%
5,185
-2,637
4125
$1M ﹤0.01%
5,883
-18