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
4176
$933K ﹤0.01%
63,251
+22,617
4177
$933K ﹤0.01%
440,147
+104,000
4178
$933K ﹤0.01%
+96,077
4179
$930K ﹤0.01%
37,733
-89,468
4180
$929K ﹤0.01%
77,688
-51,946
4181
$927K ﹤0.01%
16,889
-12,049
4182
$925K ﹤0.01%
111,150
+69,310
4183
$924K ﹤0.01%
25,111
+8,423
4184
$924K ﹤0.01%
105,381
-283,568
4185
$923K ﹤0.01%
23,574
-14,259
4186
$921K ﹤0.01%
60,520
+1,082
4187
$920K ﹤0.01%
27,036
-11,327
4188
$919K ﹤0.01%
28,926
-18,171
4189
$918K ﹤0.01%
44,296
-38,897
4190
$918K ﹤0.01%
25,294
+19,146
4191
$916K ﹤0.01%
5,720
-7,116
4192
$915K ﹤0.01%
19,966
-11,794
4193
$913K ﹤0.01%
76,922
-5,917
4194
$912K ﹤0.01%
24,070
-51,822
4195
$912K ﹤0.01%
20,936
+12,158
4196
$909K ﹤0.01%
35,303
-21,315
4197
$909K ﹤0.01%
15,837
-322
4198
$908K ﹤0.01%
92,800
-45,000
4199
$907K ﹤0.01%
62,498
-99,999
4200
$906K ﹤0.01%
63,228
+4,839