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
5226
$190K ﹤0.01%
24,974
-70,619
5227
$190K ﹤0.01%
7,784
+1
5228
$190K ﹤0.01%
14,253
-4,559
5229
$189K ﹤0.01%
397
-523
5230
$188K ﹤0.01%
411
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5231
$188K ﹤0.01%
12,471
-23,303
5232
$188K ﹤0.01%
7,007
+3
5233
$187K ﹤0.01%
+8,914
5234
$186K ﹤0.01%
5,379
-4,628
5235
$186K ﹤0.01%
27,829
+522
5236
$186K ﹤0.01%
11,365
-10,387
5237
$186K ﹤0.01%
3,271
+3,211
5238
$185K ﹤0.01%
36,193
-43,292
5239
$185K ﹤0.01%
5,560
-430
5240
$185K ﹤0.01%
49,867
+13,319
5241
$184K ﹤0.01%
18,851
+447
5242
$183K ﹤0.01%
28,179
-14,661
5243
$183K ﹤0.01%
+18,800
5244
$183K ﹤0.01%
7,093
-26,673
5245
$182K ﹤0.01%
2,006
+2
5246
$181K ﹤0.01%
18,397
-4,578
5247
$181K ﹤0.01%
18,266
-226
5248
$181K ﹤0.01%
21,841
+81
5249
$181K ﹤0.01%
1,915
+808
5250
$181K ﹤0.01%
8,827
-30,572