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
5576
$104K ﹤0.01%
790
-20
5577
$104K ﹤0.01%
13,347
-9,221
5578
$104K ﹤0.01%
11,661
-19,287
5579
$103K ﹤0.01%
+3,500
5580
$103K ﹤0.01%
793
-4,618
5581
$103K ﹤0.01%
+3,170
5582
$103K ﹤0.01%
36,193
+3,568
5583
$102K ﹤0.01%
7,657
-31,756
5584
$102K ﹤0.01%
820
-1,971
5585
$102K ﹤0.01%
4,141
+2,913
5586
$102K ﹤0.01%
35,969
-36,346
5587
$102K ﹤0.01%
5,063
5588
$101K ﹤0.01%
3,302
-107
5589
$100K ﹤0.01%
132
-451
5590
$100K ﹤0.01%
11,316
+301
5591
$100K ﹤0.01%
6,646
+5,134
5592
$99K ﹤0.01%
513
+397
5593
$99K ﹤0.01%
5,362
+844
5594
$99K ﹤0.01%
947
-634
5595
$99K ﹤0.01%
5,189
-2,007
5596
$99K ﹤0.01%
1,969
5597
$99K ﹤0.01%
3,721
-476
5598
$98K ﹤0.01%
7,216
+500
5599
$97K ﹤0.01%
3,057
-7,177
5600
$97K ﹤0.01%
+24,996