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
4201
$905K ﹤0.01%
38,864
+38,664
4202
$904K ﹤0.01%
+21,353
4203
$903K ﹤0.01%
17,021
-6,799
4204
$902K ﹤0.01%
27,641
+7,952
4205
$902K ﹤0.01%
28,433
+15,732
4206
$901K ﹤0.01%
28,258
+6,181
4207
$899K ﹤0.01%
16,366
+13,257
4208
$898K ﹤0.01%
25,206
+1,222
4209
$897K ﹤0.01%
+68,216
4210
$895K ﹤0.01%
83,651
+18,200
4211
$895K ﹤0.01%
77,402
-57,351
4212
$893K ﹤0.01%
206,708
-7,061
4213
$891K ﹤0.01%
37,712
-18,605
4214
$890K ﹤0.01%
17,237
+2,727
4215
$888K ﹤0.01%
132,848
-851,731
4216
$887K ﹤0.01%
20,756
-28,395
4217
$886K ﹤0.01%
89,590
+39,590
4218
$880K ﹤0.01%
62,112
-48,877
4219
$879K ﹤0.01%
18,996
-15,230
4220
$879K ﹤0.01%
27,182
+19,652
4221
$879K ﹤0.01%
90,110
4222
$877K ﹤0.01%
+147,522
4223
$874K ﹤0.01%
7,453
-1,578
4224
$872K ﹤0.01%
62,890
-35,437
4225
$871K ﹤0.01%
+89,476