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
5451
$129K ﹤0.01%
1,397
+1,227
5452
$128K ﹤0.01%
1,510
-1,682
5453
$128K ﹤0.01%
1,138
-1,054
5454
$128K ﹤0.01%
8,633
-4,250
5455
$128K ﹤0.01%
50,081
+10,077
5456
$127K ﹤0.01%
472
-1,387
5457
$127K ﹤0.01%
1,779
-42
5458
$127K ﹤0.01%
16,078
-52,181
5459
$127K ﹤0.01%
+1,463
5460
$127K ﹤0.01%
6,402
-15,219
5461
$127K ﹤0.01%
11,071
-14,988
5462
$127K ﹤0.01%
17,120
-1,355
5463
$127K ﹤0.01%
4,026
+105
5464
$127K ﹤0.01%
26,780
-24,786
5465
$126K ﹤0.01%
6,529
+6,524
5466
$126K ﹤0.01%
1,464
-4,237
5467
$126K ﹤0.01%
5,375
+1,581
5468
$125K ﹤0.01%
2,488
+608
5469
$125K ﹤0.01%
1,378
5470
$125K ﹤0.01%
17,744
+43
5471
$125K ﹤0.01%
13,776
-27,705
5472
$125K ﹤0.01%
+362
5473
$125K ﹤0.01%
+269
5474
$124K ﹤0.01%
3,910
-7,837
5475
$124K ﹤0.01%
2,647
-780