Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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 6.19%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$217M 0.02%
2,274,708
+63,450
552
$217M 0.02%
617,239
+104,737
553
$216M 0.02%
2,497,466
+98,990
554
$215M 0.02%
2,462,491
+386,527
555
$215M 0.02%
6,135,446
-67,623
556
$214M 0.02%
2,353,735
+166,119
557
$214M 0.02%
2,932,525
+186,542
558
$214M 0.02%
1,303,934
-10,774
559
$213M 0.02%
2,657,657
+548,389
560
$212M 0.02%
3,544,729
-92,527
561
$212M 0.02%
728,817
+4,907
562
$212M 0.02%
3,516,612
-968,166
563
$211M 0.02%
3,054,080
+495,296
564
$211M 0.02%
2,757,041
-1,356,301
565
$210M 0.02%
4,100,520
-64,645
566
$210M 0.02%
1,987,432
-71,720
567
$209M 0.02%
1,455,117
-46,453
568
$209M 0.02%
9,446,936
+1,878,472
569
$209M 0.02%
7,576,720
+3,612,536
570
$208M 0.02%
4,187,969
+620,209
571
$208M 0.02%
7,136,896
+1,831,887
572
$208M 0.02%
3,693,798
-422,712
573
$206M 0.02%
11,714,612
+409,472
574
$206M 0.02%
1,399,814
-665,157
575
$205M 0.02%
3,386,771
+41,009