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
5801
$59K ﹤0.01%
1,342
-340
5802
$59K ﹤0.01%
5,914
5803
$59K ﹤0.01%
2,286
-1,651
5804
$59K ﹤0.01%
7,076
-39,677
5805
$59K ﹤0.01%
6,566
+78
5806
$59K ﹤0.01%
16,200
-3,700
5807
$59K ﹤0.01%
15,804
-60,303
5808
$59K ﹤0.01%
+405
5809
$59K ﹤0.01%
4,890
+422
5810
$59K ﹤0.01%
55
+18
5811
$58K ﹤0.01%
2,066
-3,765
5812
$58K ﹤0.01%
1,194
+157
5813
$58K ﹤0.01%
2,956
-18,407
5814
$58K ﹤0.01%
2,845
+1,445
5815
$58K ﹤0.01%
4,626
+3,157
5816
$58K ﹤0.01%
873
-365
5817
$58K ﹤0.01%
+58,333
5818
$58K ﹤0.01%
+37,888
5819
$58K ﹤0.01%
5,900
5820
$58K ﹤0.01%
26,370
-238,744
5821
$57K ﹤0.01%
4,149
-12,949
5822
$57K ﹤0.01%
1,960
-7,277
5823
$57K ﹤0.01%
147
-302
5824
$56K ﹤0.01%
7,603
-2,397
5825
$56K ﹤0.01%
+288