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
6076
$28K ﹤0.01%
4,838
+3,805
6077
$28K ﹤0.01%
819
6078
$27K ﹤0.01%
281
-169
6079
$27K ﹤0.01%
1,515
+1,349
6080
$27K ﹤0.01%
10,859
-541,329
6081
$27K ﹤0.01%
67
-368
6082
$27K ﹤0.01%
+5,970
6083
$27K ﹤0.01%
1,396
-3,328
6084
$27K ﹤0.01%
1,400
-894
6085
$26K ﹤0.01%
2,002
-1,100
6086
$26K ﹤0.01%
+24,051
6087
$26K ﹤0.01%
3,978
-24,454
6088
$26K ﹤0.01%
1,150
+50
6089
$26K ﹤0.01%
1,919
-22,941
6090
$26K ﹤0.01%
7,065
-15,105
6091
$26K ﹤0.01%
+2,699
6092
$26K ﹤0.01%
1,968
-2,032
6093
$25K ﹤0.01%
6,432
+239
6094
$25K ﹤0.01%
1,040
-112,221
6095
$25K ﹤0.01%
4,297
+188
6096
$25K ﹤0.01%
983
-8,540
6097
$25K ﹤0.01%
+17,895
6098
$25K ﹤0.01%
2,274
+65
6099
$25K ﹤0.01%
+28,395
6100
$25K ﹤0.01%
+16,666