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
5751
$68K ﹤0.01%
40,924
-80,740
5752
$67K ﹤0.01%
4,078
5753
$66K ﹤0.01%
3,363
-281
5754
$66K ﹤0.01%
3,191
-1,166
5755
$66K ﹤0.01%
293
+289
5756
$66K ﹤0.01%
13,952
-489
5757
$66K ﹤0.01%
5,484
+653
5758
$65K ﹤0.01%
2,757
-44,178
5759
$65K ﹤0.01%
3,612
5760
$65K ﹤0.01%
5,362
+49
5761
$65K ﹤0.01%
6,634
-53,066
5762
$65K ﹤0.01%
8,690
-33,572
5763
$65K ﹤0.01%
7,981
-48,871
5764
$65K ﹤0.01%
8,344
-1,532,631
5765
$65K ﹤0.01%
5,103
-13,491
5766
$64K ﹤0.01%
6,284
-6,577
5767
$64K ﹤0.01%
571
-4,878
5768
$64K ﹤0.01%
1,150
5769
$64K ﹤0.01%
3,884
+1,500
5770
$64K ﹤0.01%
1,378
-61
5771
$64K ﹤0.01%
8,843
-98,066
5772
$64K ﹤0.01%
5,062
+3,226
5773
$64K ﹤0.01%
+83,332
5774
$64K ﹤0.01%
3,235
-25,211
5775
$63K ﹤0.01%
+3,500