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
4451
$601K ﹤0.01%
7,899
+221
4452
$600K ﹤0.01%
+60,000
4453
$599K ﹤0.01%
35,048
-20,104
4454
$597K ﹤0.01%
73,470
-69,991
4455
$596K ﹤0.01%
2,473
+1,416
4456
$594K ﹤0.01%
88,961
+42,930
4457
$593K ﹤0.01%
47,778
+10,550
4458
$593K ﹤0.01%
18,202
-26,127
4459
$592K ﹤0.01%
+60,000
4460
$592K ﹤0.01%
32,563
-10,018
4461
$591K ﹤0.01%
74,802
-161,481
4462
$590K ﹤0.01%
31,517
-1,596
4463
$589K ﹤0.01%
25,000
4464
$589K ﹤0.01%
59,910
-15,871
4465
$589K ﹤0.01%
19,139
-71,421
4466
$587K ﹤0.01%
54,310
+354
4467
$587K ﹤0.01%
23,630
+688
4468
$583K ﹤0.01%
59,853
+5,251
4469
$582K ﹤0.01%
41,427
+4,148
4470
$580K ﹤0.01%
80,812
-131,180
4471
$580K ﹤0.01%
27,868
-39,359
4472
$579K ﹤0.01%
14,124
+3,970
4473
$578K ﹤0.01%
11,134
+6,735
4474
$577K ﹤0.01%
2,178
+42
4475
$576K ﹤0.01%
99,258
-67,822