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
5076
$240K ﹤0.01%
9,886
-3,993
5077
$240K ﹤0.01%
7,324
+5,612
5078
$240K ﹤0.01%
8,582
-11,132
5079
$240K ﹤0.01%
24,721
+4,286
5080
$239K ﹤0.01%
7,115
-856
5081
$239K ﹤0.01%
2,383
-6,657
5082
$239K ﹤0.01%
6,140
-1,774
5083
$238K ﹤0.01%
11,545
-14,363
5084
$237K ﹤0.01%
34,522
-32,547
5085
$237K ﹤0.01%
4,541
-251,259
5086
$236K ﹤0.01%
38,178
-66,054
5087
$236K ﹤0.01%
5,551
-12,161
5088
$234K ﹤0.01%
5,973
+1,589
5089
$234K ﹤0.01%
3,592
-34
5090
$234K ﹤0.01%
27,725
-180,061
5091
$234K ﹤0.01%
4,267
-3,746
5092
$233K ﹤0.01%
2,185
-1,900
5093
$232K ﹤0.01%
6,566
+56
5094
$232K ﹤0.01%
23
+4
5095
$231K ﹤0.01%
12,014
+9,190
5096
$230K ﹤0.01%
33,570
+11,365
5097
$230K ﹤0.01%
6,700
+6,561
5098
$230K ﹤0.01%
1,386
-1,051
5099
$229K ﹤0.01%
3,801
-5,155
5100
0