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
5701
$76K ﹤0.01%
4,666
-14,442
5702
$76K ﹤0.01%
2,867
+2,750
5703
$76K ﹤0.01%
+994
5704
$76K ﹤0.01%
5,047
-7,283
5705
$76K ﹤0.01%
6,332
-13,426
5706
$76K ﹤0.01%
7,707
+500
5707
$76K ﹤0.01%
1,634
+60
5708
$75K ﹤0.01%
2,594
+164
5709
$75K ﹤0.01%
562
-2,753
5710
$75K ﹤0.01%
19,166
+13,080
5711
$75K ﹤0.01%
+380
5712
$75K ﹤0.01%
8,571
-3,484
5713
$75K ﹤0.01%
24,958
+7,336
5714
$75K ﹤0.01%
7,240
-14,821
5715
$75K ﹤0.01%
5,000
5716
$74K ﹤0.01%
10,099
+37
5717
$74K ﹤0.01%
4,150
5718
$74K ﹤0.01%
1,577
-1,086
5719
$74K ﹤0.01%
3,270
+450
5720
$74K ﹤0.01%
3,476
+49
5721
$74K ﹤0.01%
2,884
+673
5722
$74K ﹤0.01%
4,922
-17,459
5723
$73K ﹤0.01%
2,994
-12,636
5724
$73K ﹤0.01%
+88,577
5725
$73K ﹤0.01%
547
-108