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
676
$161M 0.02%
5,100,498
-355,790
677
$161M 0.02%
2,831,394
+146,382
678
$161M 0.02%
7,968,773
-795,581
679
$161M 0.02%
2,007,860
+170,378
680
$160M 0.02%
3,126,025
+187,234
681
$160M 0.02%
5,152,750
+436,700
682
$159M 0.02%
1,215,809
+120,432
683
$158M 0.02%
1,355,796
+79,927
684
$158M 0.02%
1,126,494
+332,017
685
$158M 0.02%
1,430,059
+64,598
686
$157M 0.02%
2,184,037
-66,102
687
$157M 0.02%
649,884
+31,336
688
$157M 0.02%
2,346,619
-14,050
689
$157M 0.02%
1,529,704
+183,653
690
$157M 0.02%
1,631,617
+220,328
691
$156M 0.02%
1,350,839
+66,016
692
$156M 0.02%
797,216
+72,271
693
$155M 0.02%
2,566,010
+1,159,751
694
$155M 0.02%
1,862,247
+57,429
695
$153M 0.02%
2,678,377
-54,358
696
$153M 0.02%
236,079
+3,062
697
$153M 0.02%
1,629,257
-29,716
698
$153M 0.02%
1,720,039
+221,849
699
$152M 0.02%
1,878,937
+257,469
700
$152M 0.02%
502,323
+158,598