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
5551
$108K ﹤0.01%
10,277
+5,272
5552
$108K ﹤0.01%
2,953
+2,523
5553
$108K ﹤0.01%
+6,401
5554
$108K ﹤0.01%
5,196
+2
5555
$108K ﹤0.01%
32,262
+13,654
5556
$107K ﹤0.01%
36,000
5557
$107K ﹤0.01%
9,663
-30
5558
$107K ﹤0.01%
7,701
-11,118
5559
$107K ﹤0.01%
9,706
+3,524
5560
$107K ﹤0.01%
923
-859
5561
$107K ﹤0.01%
10,998
-250,000
5562
$106K ﹤0.01%
3,562
-2,665
5563
$106K ﹤0.01%
+676
5564
$106K ﹤0.01%
7,112
-2,730
5565
$106K ﹤0.01%
2,091
-56,212
5566
$106K ﹤0.01%
+914,810
5567
$105K ﹤0.01%
2,705
-1,427
5568
$105K ﹤0.01%
2,772
+322
5569
$105K ﹤0.01%
14,464
-42,003
5570
$105K ﹤0.01%
1,824
-322
5571
$105K ﹤0.01%
3,757
-23,659
5572
$105K ﹤0.01%
6,331
-9,976
5573
$104K ﹤0.01%
869
+714
5574
$104K ﹤0.01%
7,691
-1,392
5575
$104K ﹤0.01%
12,058
-50