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
4401
$650K ﹤0.01%
58,420
-42,953
4402
$650K ﹤0.01%
26,021
-2,140
4403
$649K ﹤0.01%
+1,327
4404
$649K ﹤0.01%
34,941
+11,005
4405
$649K ﹤0.01%
3,431
-6,713
4406
$648K ﹤0.01%
+7,976
4407
$647K ﹤0.01%
71,306
4408
$647K ﹤0.01%
31,964
+16,819
4409
$647K ﹤0.01%
17,682
+1,828
4410
$646K ﹤0.01%
11,915
-12,712
4411
$645K ﹤0.01%
15,111
+3,086
4412
$645K ﹤0.01%
40,088
-16,937
4413
$645K ﹤0.01%
12,598
-23,742
4414
$645K ﹤0.01%
56,889
+53,662
4415
$643K ﹤0.01%
36,066
-16,152
4416
$642K ﹤0.01%
6,319
-8,991
4417
$642K ﹤0.01%
8,232
-581
4418
$638K ﹤0.01%
28,205
-20,798
4419
$636K ﹤0.01%
37,712
-14,055
4420
$634K ﹤0.01%
28,469
-13,416
4421
$633K ﹤0.01%
12,264
-12,034
4422
$632K ﹤0.01%
317,115
-8,966
4423
$631K ﹤0.01%
19,685
+18,681
4424
$631K ﹤0.01%
40,486
+39,386
4425
$631K ﹤0.01%
54,891
+3,035