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
5001
$264K ﹤0.01%
26,461
+18,073
5002
$263K ﹤0.01%
11,306
-9,374
5003
$263K ﹤0.01%
19,604
+2,035
5004
$263K ﹤0.01%
8,190
-6,512
5005
0
5006
$263K ﹤0.01%
14,606
-7,672
5007
$263K ﹤0.01%
2,765
+1,760
5008
$262K ﹤0.01%
+14,943
5009
$262K ﹤0.01%
13,187
-19,980
5010
$262K ﹤0.01%
6,213
+769
5011
$262K ﹤0.01%
951
+120
5012
$262K ﹤0.01%
7,068
-10,341
5013
$261K ﹤0.01%
5,184
-11,613
5014
$260K ﹤0.01%
14,944
-30,381
5015
$260K ﹤0.01%
5,244
+2,529
5016
$260K ﹤0.01%
10,151
+251
5017
$260K ﹤0.01%
1,051
+79
5018
$260K ﹤0.01%
28,800
5019
$260K ﹤0.01%
9,376
-70,783
5020
$260K ﹤0.01%
60,252
-77,158
5021
$259K ﹤0.01%
9,188
-2,313
5022
$259K ﹤0.01%
25,851
+10,534
5023
$258K ﹤0.01%
12,035
-10,190
5024
$258K ﹤0.01%
17,875
-7,249
5025
$258K ﹤0.01%
54,496
+25,261