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
5176
$208K ﹤0.01%
17,475
+78
5177
$208K ﹤0.01%
27,594
+6,697
5178
$207K ﹤0.01%
13,133
-155,737
5179
$207K ﹤0.01%
6,905
-24,621
5180
$207K ﹤0.01%
30,428
5181
$207K ﹤0.01%
18,781
-3,701
5182
$207K ﹤0.01%
21,337
+1,600
5183
$206K ﹤0.01%
20,000
5184
$206K ﹤0.01%
6,957
-17,155
5185
$204K ﹤0.01%
50,275
-8,554
5186
$204K ﹤0.01%
55,793
-25,411
5187
$204K ﹤0.01%
5,916
+140
5188
$203K ﹤0.01%
7,916
+1,753
5189
$203K ﹤0.01%
1,710
-150
5190
$203K ﹤0.01%
2,030
-250
5191
$203K ﹤0.01%
10,982
-9,315
5192
$202K ﹤0.01%
13,503
+657
5193
$202K ﹤0.01%
5,422
-1,252
5194
$201K ﹤0.01%
8,105
-12,924
5195
$200K ﹤0.01%
30,191
-570,017
5196
$200K ﹤0.01%
3,838
+1,163
5197
$200K ﹤0.01%
+7,141
5198
$199K ﹤0.01%
6,197
-1,581
5199
$199K ﹤0.01%
11,699
-6,254
5200
$198K ﹤0.01%
52,771
+15,283