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
4151
$970K ﹤0.01%
+100,000
4152
$970K ﹤0.01%
+2,857
4153
$969K ﹤0.01%
+45,000
4154
$969K ﹤0.01%
100,000
4155
$968K ﹤0.01%
+100,000
4156
$967K ﹤0.01%
17,722
-14,037
4157
$967K ﹤0.01%
+99,999
4158
$966K ﹤0.01%
67,483
-18,292
4159
$966K ﹤0.01%
23,498
+1,266
4160
$966K ﹤0.01%
+99,999
4161
$965K ﹤0.01%
+100,000
4162
$961K ﹤0.01%
130,782
-48,880
4163
$961K ﹤0.01%
126,956
-8,680
4164
$960K ﹤0.01%
6,590
-855
4165
$958K ﹤0.01%
37,988
-11,159
4166
$955K ﹤0.01%
58,070
-21,290
4167
$953K ﹤0.01%
115,788
-98,085
4168
$950K ﹤0.01%
118,543
-120,110
4169
$948K ﹤0.01%
1,264
-931
4170
$944K ﹤0.01%
165,209
-133,777
4171
$942K ﹤0.01%
54,516
+369
4172
$941K ﹤0.01%
20,693
-18,486
4173
$938K ﹤0.01%
45,760
+15
4174
$937K ﹤0.01%
51,226
+2,318
4175
$935K ﹤0.01%
+96,207