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
5901
$47K ﹤0.01%
+1
5902
$47K ﹤0.01%
+4,924
5903
$47K ﹤0.01%
2,026
+7
5904
$47K ﹤0.01%
2,719
-4,152
5905
$47K ﹤0.01%
377
-2,706
5906
$47K ﹤0.01%
27,544
-38,746
5907
$47K ﹤0.01%
29,947
-57,445
5908
$47K ﹤0.01%
27,500
+25,000
5909
$46K ﹤0.01%
1,875
-10,512
5910
$46K ﹤0.01%
2,589
-10,633
5911
$46K ﹤0.01%
3,862
-10,661
5912
$46K ﹤0.01%
2,815
-15,254
5913
$46K ﹤0.01%
5,297
+3,862
5914
$46K ﹤0.01%
445
5915
$46K ﹤0.01%
6,263
+9
5916
$46K ﹤0.01%
3,079
+2,564
5917
$46K ﹤0.01%
+458
5918
$46K ﹤0.01%
2,581
-13,640
5919
$45K ﹤0.01%
3,681
-21,886
5920
$45K ﹤0.01%
4,016
-255
5921
$45K ﹤0.01%
+11,517
5922
$45K ﹤0.01%
+5,202
5923
$45K ﹤0.01%
829
-78,136
5924
$45K ﹤0.01%
10,091
-20,585
5925
$45K ﹤0.01%
3,527
-12,493