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
5101
$229K ﹤0.01%
7,208
-628
5102
$229K ﹤0.01%
18,291
-66,876
5103
$229K ﹤0.01%
32,941
-552,344
5104
$228K ﹤0.01%
2,148
+1,646
5105
$228K ﹤0.01%
47,782
-157,580
5106
$227K ﹤0.01%
38,791
+33,872
5107
$227K ﹤0.01%
3,837
+2,082
5108
$227K ﹤0.01%
13,475
-9,501
5109
$226K ﹤0.01%
9,934
-11,772
5110
$226K ﹤0.01%
19,343
-25,518
5111
$226K ﹤0.01%
17,049
-157,466
5112
$226K ﹤0.01%
33,141
+1,419
5113
$225K ﹤0.01%
11,085
+1,298
5114
$225K ﹤0.01%
11,064
-4,170
5115
$225K ﹤0.01%
18,658
-47,756
5116
$224K ﹤0.01%
312
+63
5117
$224K ﹤0.01%
41,554
-38,801
5118
$224K ﹤0.01%
11,904
-17,277
5119
$224K ﹤0.01%
18,927
+5,495
5120
$224K ﹤0.01%
10,311
-50,002
5121
$224K ﹤0.01%
3,009
+2,975
5122
$224K ﹤0.01%
8,554
+723
5123
$223K ﹤0.01%
16,480
-97,082
5124
$223K ﹤0.01%
23
+5
5125
$223K ﹤0.01%
7,892
-3,398