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
4776
$376K ﹤0.01%
14,636
-8,699
4777
$375K ﹤0.01%
34,194
4778
$374K ﹤0.01%
33,071
-4,991
4779
$372K ﹤0.01%
13,736
+5
4780
$371K ﹤0.01%
10,746
-8,850
4781
$370K ﹤0.01%
+37,500
4782
$370K ﹤0.01%
17,009
-21,892
4783
$370K ﹤0.01%
60,940
-7,047
4784
$370K ﹤0.01%
127
-461
4785
$370K ﹤0.01%
7,963
-19,051
4786
$370K ﹤0.01%
5,524
-2,970
4787
$369K ﹤0.01%
10,672
-10,424
4788
$369K ﹤0.01%
11,581
-5,838
4789
$369K ﹤0.01%
29,814
-24,095
4790
$368K ﹤0.01%
38,222
-50,029
4791
$367K ﹤0.01%
15,896
-15,529
4792
$365K ﹤0.01%
43,010
-60,535
4793
$365K ﹤0.01%
24,012
+21,256
4794
$365K ﹤0.01%
56,079
-12,771
4795
$365K ﹤0.01%
14,366
-7,507
4796
$365K ﹤0.01%
16,360
-62,256
4797
$361K ﹤0.01%
23,621
-1,581
4798
$359K ﹤0.01%
21,592
+19,359
4799
$359K ﹤0.01%
19,263
+660
4800
$359K ﹤0.01%
59,337
-36,567