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
5951
$41K ﹤0.01%
1,737
-11,642
5952
$41K ﹤0.01%
1,535
5953
$41K ﹤0.01%
1,395
+77
5954
$40K ﹤0.01%
12,217
-35,406
5955
$40K ﹤0.01%
1,688
-20,879
5956
$40K ﹤0.01%
1,434
+391
5957
$40K ﹤0.01%
+1,412
5958
$40K ﹤0.01%
6,086
-42,052
5959
$40K ﹤0.01%
55,721
5960
$40K ﹤0.01%
3,690
-9,524
5961
$39K ﹤0.01%
867
+12
5962
$39K ﹤0.01%
2,034
-2,005
5963
$39K ﹤0.01%
+48,038
5964
$39K ﹤0.01%
136
-219
5965
$39K ﹤0.01%
2,841
5966
$39K ﹤0.01%
1,418
-7,153
5967
$39K ﹤0.01%
2,601
+300
5968
$39K ﹤0.01%
+1,547
5969
$38K ﹤0.01%
1,960
5970
$38K ﹤0.01%
+752
5971
$38K ﹤0.01%
779
5972
$38K ﹤0.01%
450
5973
$38K ﹤0.01%
1,184
+1,064
5974
$38K ﹤0.01%
2,500
+1,848
5975
$38K ﹤0.01%
+90