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
5501
$119K ﹤0.01%
911
-862
5502
$119K ﹤0.01%
4,081
+2,875
5503
$118K ﹤0.01%
12,050
-40,130
5504
$118K ﹤0.01%
10,988
5505
$118K ﹤0.01%
4,447
+199
5506
$117K ﹤0.01%
10,576
+300
5507
$117K ﹤0.01%
1,581
-2,706
5508
$117K ﹤0.01%
7,076
-15,076
5509
$117K ﹤0.01%
12,001
-3,839
5510
$117K ﹤0.01%
+85,270
5511
$116K ﹤0.01%
18,897
-13,234
5512
$116K ﹤0.01%
6,318
-4,994
5513
$115K ﹤0.01%
5,925
-14
5514
$115K ﹤0.01%
4,019
+3,199
5515
$115K ﹤0.01%
2,128
-7,001
5516
$115K ﹤0.01%
584
-114
5517
$114K ﹤0.01%
28,728
-9,151
5518
$114K ﹤0.01%
763
+95
5519
$114K ﹤0.01%
6,068
+4,313
5520
$114K ﹤0.01%
19,217
+297
5521
$114K ﹤0.01%
17,066
-30,861
5522
$114K ﹤0.01%
508
-214
5523
$114K ﹤0.01%
3,350
-7,255
5524
$114K ﹤0.01%
438
+429
5525
$113K ﹤0.01%
718
-6,071