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
5826
$56K ﹤0.01%
983
-4,766
5827
$56K ﹤0.01%
22,701
-39,357
5828
$56K ﹤0.01%
2,159
-4,861
5829
$56K ﹤0.01%
+2,724
5830
$56K ﹤0.01%
7,027
5831
$56K ﹤0.01%
13,744
-31,388
5832
$56K ﹤0.01%
+65,647
5833
$56K ﹤0.01%
+25,000
5834
$55K ﹤0.01%
12,987
-342,067
5835
$55K ﹤0.01%
1,915
-9,301
5836
$55K ﹤0.01%
1,000
5837
$55K ﹤0.01%
3,608
+196
5838
$55K ﹤0.01%
+1,424
5839
$55K ﹤0.01%
5,483
5840
$55K ﹤0.01%
+5,633
5841
$55K ﹤0.01%
+66,666
5842
$54K ﹤0.01%
4,317
+2,843
5843
$54K ﹤0.01%
+2,398
5844
$54K ﹤0.01%
791
+220
5845
$54K ﹤0.01%
8
-10
5846
$54K ﹤0.01%
8,691
-10,093
5847
$54K ﹤0.01%
+51,692
5848
$54K ﹤0.01%
527
-80,687
5849
$53K ﹤0.01%
671
+600
5850
$53K ﹤0.01%
4,100