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
5201
$198K ﹤0.01%
21,251
-112,602
5202
$198K ﹤0.01%
+149,900
5203
$197K ﹤0.01%
16,036
-19,803
5204
$197K ﹤0.01%
4,095
-434
5205
$197K ﹤0.01%
4,977
+1,794
5206
$197K ﹤0.01%
19,784
-23,301
5207
$197K ﹤0.01%
29,892
-4,340
5208
$196K ﹤0.01%
21,074
+561
5209
$196K ﹤0.01%
91
-146
5210
$196K ﹤0.01%
5,202
-13,248
5211
$196K ﹤0.01%
4,243
-3,888
5212
$195K ﹤0.01%
6,586
+1,299
5213
$195K ﹤0.01%
27,123
-22,104
5214
$194K ﹤0.01%
3,803
-95
5215
$194K ﹤0.01%
14,806
-9,356
5216
$194K ﹤0.01%
10,184
-838
5217
$194K ﹤0.01%
1,819
-1,102
5218
$194K ﹤0.01%
8,810
+6,614
5219
$194K ﹤0.01%
4,376
-4,989
5220
$193K ﹤0.01%
5,664
+1,242
5221
$192K ﹤0.01%
5,029
-7,838
5222
$192K ﹤0.01%
26,146
+2,467
5223
$191K ﹤0.01%
8,935
-500
5224
$191K ﹤0.01%
7,418
+363
5225
$190K ﹤0.01%
33,229
-12,146