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
5376
$147K ﹤0.01%
6,736
-11,024
5377
$147K ﹤0.01%
9,234
-40,194
5378
$147K ﹤0.01%
751
-306
5379
$147K ﹤0.01%
22,630
-16,392
5380
$145K ﹤0.01%
3,736
-503
5381
$145K ﹤0.01%
6,323
-16,627
5382
$145K ﹤0.01%
5,022
-11,399
5383
$145K ﹤0.01%
7,781
-11,006
5384
$145K ﹤0.01%
48,926
+16,078
5385
$144K ﹤0.01%
11,547
-23,427
5386
$144K ﹤0.01%
10,476
-1,058
5387
$143K ﹤0.01%
20,288
-36,798
5388
$142K ﹤0.01%
17,540
-7,620
5389
$142K ﹤0.01%
5,427
-15,898
5390
$142K ﹤0.01%
32,884
-190,165
5391
$141K ﹤0.01%
2,679
-416
5392
$141K ﹤0.01%
47,660
+18,059
5393
$141K ﹤0.01%
2,005
5394
$141K ﹤0.01%
1,850
+95
5395
$141K ﹤0.01%
809
-779
5396
$141K ﹤0.01%
5,567
+60
5397
$141K ﹤0.01%
+20,212
5398
$140K ﹤0.01%
11,906
-6,632
5399
$140K ﹤0.01%
14,000
5400
$140K ﹤0.01%
3,312
+2,657