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
4726
$404K ﹤0.01%
97,147
+1,522
4727
$404K ﹤0.01%
13,125
-73,929
4728
$403K ﹤0.01%
15,549
-36,079
4729
$403K ﹤0.01%
11,520
-13,054
4730
$402K ﹤0.01%
16,820
+4,291
4731
$400K ﹤0.01%
15,972
-28,302
4732
$399K ﹤0.01%
5,005
+1,217
4733
$399K ﹤0.01%
27,118
-371
4734
$399K ﹤0.01%
16,117
+5,553
4735
$399K ﹤0.01%
30,169
-71,856
4736
$398K ﹤0.01%
75,264
-43,185
4737
$398K ﹤0.01%
17,838
+3,722
4738
$398K ﹤0.01%
9,581
-31,683
4739
$398K ﹤0.01%
3,884
-3,556
4740
$398K ﹤0.01%
40,318
4741
$398K ﹤0.01%
14,583
-5,631
4742
$396K ﹤0.01%
15,021
-1,510
4743
$396K ﹤0.01%
90,747
-22,454
4744
$395K ﹤0.01%
+14,284
4745
$394K ﹤0.01%
17,046
+16,975
4746
$394K ﹤0.01%
13,198
-19,160
4747
$394K ﹤0.01%
36,872
-20,140
4748
$394K ﹤0.01%
47,406
+13,257
4749
$393K ﹤0.01%
10,617
-18,852
4750
$393K ﹤0.01%
3,904
-432