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
5326
$160K ﹤0.01%
52,296
-33,934
5327
$160K ﹤0.01%
16,410
+6,106
5328
$160K ﹤0.01%
12,128
-4,936
5329
$159K ﹤0.01%
867
+54
5330
$159K ﹤0.01%
9,694
-6,811
5331
$159K ﹤0.01%
7,699
-9,690
5332
$159K ﹤0.01%
50,068
-794
5333
$159K ﹤0.01%
15,523
+799
5334
$158K ﹤0.01%
3,269
-3,086
5335
$158K ﹤0.01%
24,959
-22,245
5336
$158K ﹤0.01%
+4,480
5337
$158K ﹤0.01%
10,552
+3,167
5338
$158K ﹤0.01%
18,099
-27,928
5339
$158K ﹤0.01%
+239,023
5340
$157K ﹤0.01%
17,043
-268
5341
$156K ﹤0.01%
3,285
+400
5342
$156K ﹤0.01%
3,735
-694
5343
$155K ﹤0.01%
5,470
-4,327
5344
$155K ﹤0.01%
4,217
-121
5345
$154K ﹤0.01%
3,055
-41
5346
$154K ﹤0.01%
10,544
-25,891
5347
$154K ﹤0.01%
440
+168
5348
$153K ﹤0.01%
4,504
-5,984
5349
$153K ﹤0.01%
33,246
-149,841
5350
$153K ﹤0.01%
34,430
+291