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
4701
$423K ﹤0.01%
16,072
-2,408
4702
$422K ﹤0.01%
14,950
-100
4703
$422K ﹤0.01%
16,626
-10,132
4704
$421K ﹤0.01%
42,233
-207,767
4705
$420K ﹤0.01%
711
-208
4706
$419K ﹤0.01%
37,655
+2,757
4707
$416K ﹤0.01%
17,011
-14,983
4708
$416K ﹤0.01%
7,727
-9,346
4709
$416K ﹤0.01%
42,525
+16,257
4710
$415K ﹤0.01%
7,036
-5,371
4711
$415K ﹤0.01%
12,323
-488
4712
$414K ﹤0.01%
39,652
-42,960
4713
$414K ﹤0.01%
19,318
+1,450
4714
$414K ﹤0.01%
48,939
+11,635
4715
$414K ﹤0.01%
13,402
4716
$413K ﹤0.01%
+3,102
4717
$412K ﹤0.01%
28,695
-46,486
4718
$412K ﹤0.01%
5,858
-9,147
4719
$411K ﹤0.01%
42,300
+300
4720
$410K ﹤0.01%
38,334
+23
4721
$408K ﹤0.01%
4,630
4722
$407K ﹤0.01%
47,667
+28,991
4723
$406K ﹤0.01%
44,317
+10,342
4724
$405K ﹤0.01%
8,352
-24,003
4725
$405K ﹤0.01%
13,730
-848