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
5026
$257K ﹤0.01%
5,635
+1,750
5027
$257K ﹤0.01%
19,798
5028
$257K ﹤0.01%
21,500
-1,311
5029
$256K ﹤0.01%
14,600
+13,850
5030
$256K ﹤0.01%
12,985
-14,230
5031
$256K ﹤0.01%
150,079
-29,157
5032
$256K ﹤0.01%
10,496
-1,081
5033
$255K ﹤0.01%
8,788
-11,929
5034
$255K ﹤0.01%
18,717
-34,286
5035
$254K ﹤0.01%
28,617
+2,541
5036
$254K ﹤0.01%
30,782
-16,648
5037
$253K ﹤0.01%
5,360
+8
5038
$253K ﹤0.01%
4,569
+698
5039
$252K ﹤0.01%
9,749
+1,198
5040
$252K ﹤0.01%
16,969
-17,494
5041
$252K ﹤0.01%
13,226
-6,954
5042
$251K ﹤0.01%
3,021
-133
5043
$251K ﹤0.01%
8,624
+1,768
5044
$251K ﹤0.01%
4,735
-352
5045
$251K ﹤0.01%
12,742
+5,619
5046
$251K ﹤0.01%
47,499
-136,323
5047
$250K ﹤0.01%
1,550
-1,056
5048
$250K ﹤0.01%
987
+17
5049
$250K ﹤0.01%
14,773
+3,707
5050
$249K ﹤0.01%
620
-27