Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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 6.19%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$168M 0.02%
2,664,233
-4,329
652
$168M 0.02%
2,124,850
-448,122
653
$167M 0.02%
5,354,351
-755,648
654
$167M 0.02%
6,046,449
+6,036,680
655
$167M 0.02%
1,081,382
+50,205
656
$167M 0.02%
2,171,004
-161,741
657
$167M 0.02%
5,496,466
+1,997,456
658
$166M 0.02%
3,775,535
+1,303,573
659
$166M 0.02%
2,019,864
+217,702
660
$166M 0.02%
2,468,322
-85,062
661
$166M 0.02%
1,617,912
-173,736
662
$166M 0.02%
4,063,359
-310,208
663
$165M 0.02%
5,559,754
+236,419
664
$165M 0.02%
4,539,328
+22,370
665
$164M 0.02%
1,707,925
+44,274
666
$163M 0.02%
1,487,065
+36,339
667
$163M 0.02%
1,163,066
-291,334
668
$163M 0.02%
6,483,644
+2,106,709
669
$163M 0.02%
1,005,959
+243,757
670
$163M 0.02%
2,203,693
-3,031,091
671
$162M 0.02%
663,930
-38,415
672
$162M 0.02%
690,533
-235,926
673
$162M 0.02%
978,062
+615,547
674
$162M 0.02%
4,122,258
+199,818
675
$161M 0.02%
2,239,959
+569,362