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
5426
$133K ﹤0.01%
17,811
+1,971
5427
$133K ﹤0.01%
16,660
-29,853
5428
$133K ﹤0.01%
27,225
5429
$133K ﹤0.01%
13,254
-30,430
5430
$133K ﹤0.01%
17,991
-22,272
5431
$133K ﹤0.01%
5,189
-9,817
5432
$133K ﹤0.01%
389
-1,461
5433
$133K ﹤0.01%
444
-231
5434
$133K ﹤0.01%
11,651
-2,460
5435
$132K ﹤0.01%
2,403
-70
5436
$132K ﹤0.01%
9,527
+4,057
5437
$132K ﹤0.01%
34,772
+10,200
5438
$131K ﹤0.01%
12,270
+6,861
5439
$131K ﹤0.01%
5,463
-176,352
5440
$131K ﹤0.01%
39,506
-45,526
5441
$131K ﹤0.01%
6,312
-14,563
5442
$130K ﹤0.01%
3,392
-5,688
5443
$130K ﹤0.01%
8,112
+7,111
5444
$130K ﹤0.01%
34,440
-1,452
5445
$130K ﹤0.01%
6,979
-10,293
5446
$130K ﹤0.01%
1,122
-873
5447
$129K ﹤0.01%
79,857
+74,620
5448
$129K ﹤0.01%
91,904
-211,049
5449
$129K ﹤0.01%
841
-2,481
5450
$129K ﹤0.01%
17,305
-7,456