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
6051
$30K ﹤0.01%
3,178
-16,633
6052
$30K ﹤0.01%
1,700
6053
$30K ﹤0.01%
10,414
-30,881
6054
$30K ﹤0.01%
3,030
-84
6055
$30K ﹤0.01%
1,553
-1,583
6056
$29K ﹤0.01%
2,059
-33
6057
$29K ﹤0.01%
586
+8
6058
$29K ﹤0.01%
3,309
-71
6059
$29K ﹤0.01%
1,668
-6,980
6060
$29K ﹤0.01%
1,291
-7,238
6061
$29K ﹤0.01%
3,000
6062
$29K ﹤0.01%
3,000
6063
$29K ﹤0.01%
941
-8,775
6064
$29K ﹤0.01%
+33,333
6065
$28K ﹤0.01%
2,175
-6,750
6066
$28K ﹤0.01%
1,249
-6,902
6067
$28K ﹤0.01%
1,319
+1,268
6068
0
6069
$28K ﹤0.01%
1,016
-4,294
6070
$28K ﹤0.01%
13,527
-71,261
6071
$28K ﹤0.01%
4,402
-18,076
6072
$28K ﹤0.01%
11,048
+6
6073
$28K ﹤0.01%
+45
6074
$28K ﹤0.01%
7,625
-12,269
6075
$28K ﹤0.01%
8,079
+2,940