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
751
$131M 0.01%
2,154,556
+482,592
752
$130M 0.01%
852,121
+602,327
753
$130M 0.01%
4,928,099
+952,340
754
$130M 0.01%
3,156,659
+134,577
755
$129M 0.01%
1,180,976
-175,397
756
$129M 0.01%
2,986,463
+451,563
757
$129M 0.01%
1,117,754
-76,732
758
$129M 0.01%
1,326,425
+448,559
759
$129M 0.01%
1,391,364
+187,324
760
$129M 0.01%
6,077,977
-301,097
761
$128M 0.01%
2,576,784
+70,253
762
$128M 0.01%
354,587
+36,182
763
$128M 0.01%
1,996,194
+157,218
764
$128M 0.01%
3,423,165
+412,205
765
$127M 0.01%
1,886,177
+336,968
766
$127M 0.01%
691,258
+288,701
767
$126M 0.01%
654,613
+52,812
768
$125M 0.01%
90,407
-8,325
769
$125M 0.01%
1,093,760
-180,615
770
$125M 0.01%
2,886,152
-151,790
771
$125M 0.01%
1,092,943
+481,866
772
$124M 0.01%
596,464
+109,995
773
$124M 0.01%
6,463,995
+296,415
774
$124M 0.01%
8,421,693
+1,921,620
775
$124M 0.01%
2,655,004
+222,032