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
5351
$153K ﹤0.01%
9,125
-31,687
5352
$153K ﹤0.01%
19,012
5353
$153K ﹤0.01%
1,896
-2,159
5354
$153K ﹤0.01%
6,496
-7,164
5355
$153K ﹤0.01%
11,811
+85
5356
$152K ﹤0.01%
5,339
+1,730
5357
$151K ﹤0.01%
1,319
-1,234
5358
$151K ﹤0.01%
30,536
-41,572
5359
$151K ﹤0.01%
4,844
-15,451
5360
$151K ﹤0.01%
13,026
-15,906
5361
$151K ﹤0.01%
24,108
-57,557
5362
$151K ﹤0.01%
47,495
+40,208
5363
$151K ﹤0.01%
+120,625
5364
$150K ﹤0.01%
179
+11
5365
$150K ﹤0.01%
7,435
-1,142
5366
$150K ﹤0.01%
1,566
+56
5367
$150K ﹤0.01%
422
+123
5368
$150K ﹤0.01%
23,103
-59,707
5369
$149K ﹤0.01%
23,881
+11,808
5370
$148K ﹤0.01%
9,626
-8,127
5371
$148K ﹤0.01%
24,628
-26,253
5372
$147K ﹤0.01%
15,000
5373
$147K ﹤0.01%
15,001
+1
5374
$147K ﹤0.01%
34,306
-18,094
5375
$147K ﹤0.01%
2,315
+1,879