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
5626
$91K ﹤0.01%
332
-1,303
5627
$90K ﹤0.01%
7,494
5628
$90K ﹤0.01%
1,000
-26
5629
$90K ﹤0.01%
11
-4
5630
$90K ﹤0.01%
13,222
-16,939
5631
$90K ﹤0.01%
16,229
-35,169
5632
$89K ﹤0.01%
24,565
-21,781
5633
$89K ﹤0.01%
7,884
+696
5634
$89K ﹤0.01%
1,801
-282
5635
$89K ﹤0.01%
+94,166
5636
$89K ﹤0.01%
4,918
-13,402
5637
$89K ﹤0.01%
2,283
+1,582
5638
$89K ﹤0.01%
29,500
+13,113
5639
$88K ﹤0.01%
3,676
-1,704
5640
$88K ﹤0.01%
7,885
-11,744
5641
$88K ﹤0.01%
+30,983
5642
$88K ﹤0.01%
6,796
-15,769
5643
$88K ﹤0.01%
105
-67
5644
$88K ﹤0.01%
2,289
-982
5645
$88K ﹤0.01%
+97,379
5646
$88K ﹤0.01%
2,505
+1,884
5647
$87K ﹤0.01%
5,424
+424
5648
$87K ﹤0.01%
619
+195
5649
$87K ﹤0.01%
1,217
-3,445
5650
$87K ﹤0.01%
1,950
-2,148