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
4951
$284K ﹤0.01%
18,690
4952
$283K ﹤0.01%
6,715
-7,576
4953
$282K ﹤0.01%
6,267
-4,768
4954
$282K ﹤0.01%
7,411
+801
4955
$281K ﹤0.01%
9,282
-7,571
4956
$281K ﹤0.01%
11,637
+2,001
4957
$280K ﹤0.01%
+7,630
4958
$280K ﹤0.01%
45,753
+45,003
4959
$279K ﹤0.01%
11,687
-7,509
4960
$277K ﹤0.01%
38,732
-4,185
4961
$277K ﹤0.01%
17,169
-12,049
4962
$276K ﹤0.01%
16,613
+437
4963
$275K ﹤0.01%
25,670
+1,490
4964
$275K ﹤0.01%
122,485
+121,029
4965
$275K ﹤0.01%
8,869
+4,593
4966
$275K ﹤0.01%
2,179
-1,029
4967
$275K ﹤0.01%
39,306
+7,397
4968
$274K ﹤0.01%
15,593
-6,610
4969
$273K ﹤0.01%
31,826
-20,486
4970
$273K ﹤0.01%
7,816
+4,025
4971
$272K ﹤0.01%
3,086
4972
$272K ﹤0.01%
4,806
-4,177
4973
$272K ﹤0.01%
3,407
-3,235
4974
$272K ﹤0.01%
5,503
-48,710
4975
$270K ﹤0.01%
12,349
+2,206