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
4826
$348K ﹤0.01%
7,718
+6,168
4827
$348K ﹤0.01%
32,226
+4,485
4828
$346K ﹤0.01%
52,508
-23,766
4829
$346K ﹤0.01%
+1,859
4830
$345K ﹤0.01%
15,513
-3,613
4831
$344K ﹤0.01%
14,876
4832
$342K ﹤0.01%
12,283
+12,278
4833
$342K ﹤0.01%
8,356
+175
4834
$342K ﹤0.01%
35,195
+17,548
4835
$342K ﹤0.01%
10,659
+6,000
4836
$341K ﹤0.01%
670
-110
4837
$341K ﹤0.01%
+10,295
4838
$341K ﹤0.01%
28,058
-31,392
4839
$341K ﹤0.01%
21,917
-11,039
4840
$340K ﹤0.01%
6,280
-1,117
4841
$340K ﹤0.01%
33,702
-104,373
4842
$339K ﹤0.01%
35,457
-3,022
4843
$339K ﹤0.01%
7,993
-6,494
4844
$339K ﹤0.01%
+37,000
4845
$336K ﹤0.01%
10,381
-54
4846
$335K ﹤0.01%
13,195
+790
4847
$334K ﹤0.01%
28,145
-5,369
4848
$334K ﹤0.01%
14,241
+715
4849
$332K ﹤0.01%
37,743
-1,629
4850
$332K ﹤0.01%
12,680
-9,379