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
726
$143M 0.01%
1,355,591
+745,914
727
$143M 0.01%
797,156
-93,584
728
$143M 0.01%
1,710,741
-156,578
729
$142M 0.01%
2,391,435
+849,709
730
$141M 0.01%
9,219,460
+511,930
731
$141M 0.01%
1,281,674
+295,058
732
$141M 0.01%
1,698,524
+5,910
733
$139M 0.01%
658,922
-75,942
734
$138M 0.01%
501,504
-72,945
735
$137M 0.01%
2,483,554
+288,158
736
$137M 0.01%
948,923
+21,362
737
$136M 0.01%
2,303,979
-164,250
738
$136M 0.01%
996,005
-88,080
739
$135M 0.01%
4,154,260
-403,150
740
$134M 0.01%
9,854,570
-448,165
741
$134M 0.01%
3,131,634
+552,837
742
$134M 0.01%
7,818,873
+958,470
743
$133M 0.01%
1,072,946
-124,173
744
$133M 0.01%
994,017
+231,614
745
$133M 0.01%
833,764
+378,986
746
$132M 0.01%
504,087
-5,640
747
$132M 0.01%
4,603,370
+1,558,176
748
$132M 0.01%
3,801,583
-417,680
749
$131M 0.01%
1,032,923
-390,889
750
$131M 0.01%
1,830,047
+236,823