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
5526
$113K ﹤0.01%
820
-1,388
5527
$113K ﹤0.01%
2,251
-4,062
5528
$113K ﹤0.01%
16,986
-11,538
5529
$112K ﹤0.01%
7,370
+545
5530
$112K ﹤0.01%
4,419
+4,131
5531
$112K ﹤0.01%
13,991
-1,403
5532
$112K ﹤0.01%
20,509
-53
5533
$111K ﹤0.01%
5,430
-5,657
5534
$111K ﹤0.01%
6,222
+5,017
5535
$111K ﹤0.01%
20,429
-23,477
5536
$111K ﹤0.01%
7,436
-12,760
5537
$111K ﹤0.01%
6,288
-4,445
5538
$111K ﹤0.01%
1,800
5539
$110K ﹤0.01%
6,736
+6,694
5540
$110K ﹤0.01%
1,865
+1,194
5541
$110K ﹤0.01%
4,893
-6,701
5542
$110K ﹤0.01%
6,330
-7,570
5543
$110K ﹤0.01%
2,780
-730
5544
$110K ﹤0.01%
4,247
-156
5545
$110K ﹤0.01%
14,755
+3,364
5546
$109K ﹤0.01%
5,824
-12,985
5547
$109K ﹤0.01%
4,588
+31
5548
$109K ﹤0.01%
7,017
+1,141
5549
$109K ﹤0.01%
21,118
+79
5550
$108K ﹤0.01%
6,043
-10,857