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
451
$304M 0.03%
138,940
-7,158
452
$304M 0.03%
2,881,964
+58,851
453
$303M 0.03%
12,517,603
+1,202,855
454
$303M 0.03%
949,833
+15,804
455
$300M 0.03%
4,333,950
-1,011,229
456
$299M 0.03%
1,561,125
-112,674
457
$299M 0.03%
4,661,839
-97,349
458
$298M 0.03%
3,410,122
+14,768
459
$293M 0.03%
2,478,363
+353,085
460
$292M 0.03%
1,162,402
+216,273
461
$292M 0.03%
4,612,962
-133,542
462
$290M 0.03%
3,843,748
-66,956
463
$288M 0.03%
1,930,689
-265,732
464
$287M 0.03%
2,814,840
+128,356
465
$286M 0.03%
1,113,690
-194,354
466
$285M 0.03%
5,665,378
-243,527
467
$284M 0.03%
3,275,760
-180,930
468
$284M 0.03%
8,341,852
+257,264
469
$282M 0.03%
5,539,849
-6,778,029
470
$279M 0.03%
3,373,554
+400,864
471
$278M 0.03%
3,562,319
+157,838
472
$277M 0.03%
5,315,502
+477,036
473
$276M 0.03%
6,760,127
+394,949
474
$275M 0.03%
3,942,016
+49,388
475
$274M 0.03%
1,125,167
+57,520