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
6101
$25K ﹤0.01%
17,887
-88,980
6102
$24K ﹤0.01%
+25,000
6103
$24K ﹤0.01%
3,746
-111
6104
$24K ﹤0.01%
+38
6105
$24K ﹤0.01%
851
-230
6106
$24K ﹤0.01%
444
+1
6107
$24K ﹤0.01%
2,960
-29,088
6108
$24K ﹤0.01%
+25,000
6109
$24K ﹤0.01%
974
-7,727
6110
$24K ﹤0.01%
4,000
6111
$24K ﹤0.01%
3,000
6112
$23K ﹤0.01%
8,906
+8,806
6113
$23K ﹤0.01%
382
6114
$23K ﹤0.01%
907
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6115
$23K ﹤0.01%
301
-1,324
6116
$23K ﹤0.01%
2,265
-39,588
6117
$23K ﹤0.01%
1,022
-9,487
6118
$23K ﹤0.01%
4,820
+2,465
6119
$23K ﹤0.01%
1,637
+20
6120
$23K ﹤0.01%
37
-30
6121
$23K ﹤0.01%
+20,000
6122
$22K ﹤0.01%
1,286
-8,562
6123
$22K ﹤0.01%
7,833
-327,011
6124
$22K ﹤0.01%
+342
6125
$22K ﹤0.01%
+16,262