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
701
$151M 0.02%
7,335,164
+236,564
702
$151M 0.02%
1,934,810
+204,887
703
$151M 0.02%
2,556,511
+223,895
704
$150M 0.02%
1,210,606
+149,523
705
$150M 0.02%
8,792,447
+6,156,839
706
$150M 0.02%
2,428,977
+1,486,137
707
$150M 0.02%
2,610,936
+423,501
708
$149M 0.02%
1,507,976
-45,300
709
$149M 0.02%
678,071
+5,366
710
$149M 0.02%
1,970,116
+465,946
711
$149M 0.02%
1,455,397
+68,431
712
$149M 0.02%
1,641,307
-231,774
713
$149M 0.02%
1,336,645
+356,477
714
$147M 0.02%
2,349,781
+70,292
715
$146M 0.02%
4,844,659
+425,697
716
$146M 0.02%
1,781,842
+100,122
717
$146M 0.02%
348,925
+49,231
718
$146M 0.02%
3,387,777
+2,706,103
719
$145M 0.02%
1,508,940
+33,201
720
$145M 0.02%
360,706
+12,722
721
$145M 0.02%
834,057
-363,796
722
$145M 0.02%
1,907,023
+185,437
723
$144M 0.02%
121,739
+6,788
724
$144M 0.02%
1,269,400
+66,362
725
$144M 0.02%
2,812,880
-823,922