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
4801
$359K ﹤0.01%
36,863
-43,191
4802
$358K ﹤0.01%
72,196
-27,465
4803
$357K ﹤0.01%
75,314
+62,658
4804
$356K ﹤0.01%
9,267
-5,716
4805
$356K ﹤0.01%
24,667
+1,943
4806
$355K ﹤0.01%
11,467
-10,384
4807
$355K ﹤0.01%
24,470
+7,907
4808
$355K ﹤0.01%
24,517
+18,985
4809
$355K ﹤0.01%
+36,589
4810
$355K ﹤0.01%
56,398
+45,606
4811
$354K ﹤0.01%
12,547
-13,542
4812
$354K ﹤0.01%
26,494
-109,223
4813
$353K ﹤0.01%
85,887
-5,526
4814
$353K ﹤0.01%
947
+5
4815
$352K ﹤0.01%
12,416
-22,842
4816
$352K ﹤0.01%
35,016
+12,284
4817
$351K ﹤0.01%
15,573
-35,494
4818
$351K ﹤0.01%
19,814
+9,515
4819
$351K ﹤0.01%
9,458
+2,403
4820
$351K ﹤0.01%
37,089
-1,499
4821
$350K ﹤0.01%
30,041
-14,396
4822
$350K ﹤0.01%
25,690
+1,800
4823
$349K ﹤0.01%
+9,830
4824
$349K ﹤0.01%
2,410
+2,104
4825
$348K ﹤0.01%
37,402
+37,359