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
4976
$270K ﹤0.01%
7,713
-6,011
4977
$270K ﹤0.01%
69,102
+46,678
4978
$270K ﹤0.01%
8,200
4979
$270K ﹤0.01%
15,709
+355
4980
$269K ﹤0.01%
53,711
-5,089
4981
$269K ﹤0.01%
4,992
+64
4982
$269K ﹤0.01%
20,922
+16,946
4983
$268K ﹤0.01%
12,877
+1,495
4984
$268K ﹤0.01%
15,000
4985
$268K ﹤0.01%
628
+477
4986
$268K ﹤0.01%
+3,424
4987
$268K ﹤0.01%
16,335
-18,565
4988
$268K ﹤0.01%
1,397
-2,135
4989
$268K ﹤0.01%
1,083
4990
$268K ﹤0.01%
16,645
-48,846
4991
$267K ﹤0.01%
13,583
-16,317
4992
$266K ﹤0.01%
11,062
-14,358
4993
$266K ﹤0.01%
124,094
-17,994
4994
$265K ﹤0.01%
11,015
+4,138
4995
$265K ﹤0.01%
67,904
-33,230
4996
$264K ﹤0.01%
23,123
+11,073
4997
$264K ﹤0.01%
28,300
-1,820
4998
$264K ﹤0.01%
+9,502
4999
$264K ﹤0.01%
76,211
-293,476
5000
$264K ﹤0.01%
10,000