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
4126
$1M ﹤0.01%
+101,000
4127
$1M ﹤0.01%
+103,051
4128
$1M ﹤0.01%
+100,000
4129
$999K ﹤0.01%
90,725
+51,488
4130
$998K ﹤0.01%
58,887
-82,314
4131
$997K ﹤0.01%
30,491
-53,108
4132
$996K ﹤0.01%
138,172
+13,277
4133
$993K ﹤0.01%
100,000
4134
$992K ﹤0.01%
29,786
-14,137
4135
$991K ﹤0.01%
145,275
-27,672
4136
$990K ﹤0.01%
48,948
-211
4137
$990K ﹤0.01%
8,740
-10,213
4138
$987K ﹤0.01%
+7,692
4139
$987K ﹤0.01%
+23
4140
$987K ﹤0.01%
+99,999
4141
$983K ﹤0.01%
72,613
-23,600
4142
$976K ﹤0.01%
83,560
-22,754
4143
$975K ﹤0.01%
208,725
-342,706
4144
$975K ﹤0.01%
+100,000
4145
$974K ﹤0.01%
33,525
-22,599
4146
$973K ﹤0.01%
16,686
-9,751
4147
$972K ﹤0.01%
29,198
-1,378
4148
$971K ﹤0.01%
+100,000
4149
$971K ﹤0.01%
+100,000
4150
$970K ﹤0.01%
20,137
+8,782