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
4651
$458K ﹤0.01%
14,453
-9,952
4652
$458K ﹤0.01%
40,670
-38,577
4653
$457K ﹤0.01%
36,127
+1,054
4654
$456K ﹤0.01%
36,364
+22,240
4655
$456K ﹤0.01%
25,000
-2,353
4656
$455K ﹤0.01%
48,976
-855,795
4657
$454K ﹤0.01%
7,858
-2
4658
$454K ﹤0.01%
11,031
-10,345
4659
$454K ﹤0.01%
26,090
+12,876
4660
$454K ﹤0.01%
45,134
-55,356
4661
$454K ﹤0.01%
31,851
-11,237
4662
$453K ﹤0.01%
8,047
-26,963
4663
$452K ﹤0.01%
13,717
-48,520
4664
$452K ﹤0.01%
27,514
-14,068
4665
$449K ﹤0.01%
4,773
+261
4666
$449K ﹤0.01%
81,785
+37,978
4667
$449K ﹤0.01%
+23,079
4668
$448K ﹤0.01%
26,545
-29,412
4669
$448K ﹤0.01%
15,156
-50,423
4670
$448K ﹤0.01%
25,304
-21,316
4671
$444K ﹤0.01%
13,912
-5,892
4672
$444K ﹤0.01%
19,231
-32,895
4673
$443K ﹤0.01%
22,008
+9,341
4674
$443K ﹤0.01%
3,493
-6,239
4675
$442K ﹤0.01%
14,441
+915