Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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 6.19%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$326M 0.03%
7,350,772
+974,777
427
$325M 0.03%
6,955,291
+339,992
428
$324M 0.03%
6,562,380
+729,784
429
$321M 0.03%
725,533
-2,674
430
$320M 0.03%
7,076,252
-577,461
431
$320M 0.03%
9,863,733
+734,460
432
$318M 0.03%
5,227,078
-660,053
433
$318M 0.03%
213,258
+50,322
434
$318M 0.03%
5,371,032
+1,175,753
435
$318M 0.03%
820,858
-120,643
436
$316M 0.03%
6,308,568
+1,644,543
437
$314M 0.03%
684,806
-4,656
438
$314M 0.03%
2,126,869
+65,210
439
$314M 0.03%
13,150,193
+7,250,976
440
$314M 0.03%
2,008,588
-4,282
441
$313M 0.03%
2,162,123
-300,128
442
$313M 0.03%
4,722,950
-46,995
443
$312M 0.03%
713,071
+23,232
444
$312M 0.03%
4,011,372
-83,856
445
$311M 0.03%
1,869,440
-673,257
446
$311M 0.03%
9,693,270
+20,805
447
$310M 0.03%
19,893,696
+8,957,425
448
$309M 0.03%
1,533,344
+68,083
449
$307M 0.03%
4,840,632
-324,962
450
$306M 0.03%
5,377,102
-321,322