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
6001
$35K ﹤0.01%
3,036
-4,573
6002
$35K ﹤0.01%
4,307
-19,736
6003
$35K ﹤0.01%
1,382
-3,684
6004
$35K ﹤0.01%
4,129
-253
6005
$34K ﹤0.01%
1,202
-6,588
6006
$34K ﹤0.01%
3,159
+2,120
6007
$34K ﹤0.01%
1,387
-7,458
6008
$34K ﹤0.01%
3,040
+35
6009
$34K ﹤0.01%
4,247
+3,613
6010
$33K ﹤0.01%
743
-4,137
6011
$33K ﹤0.01%
9,769
-41,425
6012
$33K ﹤0.01%
1,861
-7,787
6013
$33K ﹤0.01%
3,990
-23,455
6014
$33K ﹤0.01%
813
-10
6015
$33K ﹤0.01%
1,525
-2,994
6016
$33K ﹤0.01%
310
-37,747
6017
$32K ﹤0.01%
1,560
-6,810
6018
$32K ﹤0.01%
4,455
-29,152
6019
$32K ﹤0.01%
1,102
-1
6020
$32K ﹤0.01%
1,660
-7,632
6021
$32K ﹤0.01%
2,191
+2,151
6022
$32K ﹤0.01%
1,237
-7,621
6023
$32K ﹤0.01%
28
6024
$32K ﹤0.01%
1,300
-700
6025
$32K ﹤0.01%
1,014
-379