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
6251
$14K ﹤0.01%
+12,500
6252
$14K ﹤0.01%
895
+849
6253
$14K ﹤0.01%
4,000
6254
$14K ﹤0.01%
193
-96
6255
$14K ﹤0.01%
1,469
+1,295
6256
$13K ﹤0.01%
67
-293
6257
$13K ﹤0.01%
+500
6258
$13K ﹤0.01%
2,136
+1,997
6259
$13K ﹤0.01%
270
-2,842
6260
$13K ﹤0.01%
+1
6261
$13K ﹤0.01%
1,561
+1,180
6262
$13K ﹤0.01%
640
6263
$13K ﹤0.01%
3,160
-2,233
6264
$13K ﹤0.01%
133
-727
6265
$13K ﹤0.01%
1,903
-5,932
6266
$13K ﹤0.01%
+10,000
6267
$13K ﹤0.01%
15,977
-55,399
6268
$13K ﹤0.01%
+250
6269
$13K ﹤0.01%
1,062
+1,034
6270
$13K ﹤0.01%
2,657
+500
6271
$12K ﹤0.01%
+130
6272
$12K ﹤0.01%
413
+231
6273
$12K ﹤0.01%
601
+11
6274
$12K ﹤0.01%
998
+423
6275
$12K ﹤0.01%
2,634
+293