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
976
$79.1M 0.01%
4,263,502
+91,619
977
$79M 0.01%
1,723,189
+204,052
978
$78.9M 0.01%
891,384
-23,188
979
$78.8M 0.01%
708,231
+19,469
980
$78.6M 0.01%
3,050,941
+730,794
981
$78.5M 0.01%
896,528
+82,105
982
$78.5M 0.01%
2,715,247
-39,985
983
$78.5M 0.01%
1,027,782
-118,227
984
$78.4M 0.01%
405,629
-19,717
985
$78.2M 0.01%
869,376
+663,772
986
$78.1M 0.01%
603,147
-53,963
987
$77.9M 0.01%
4,462,335
-408,103
988
$77.9M 0.01%
1,592,776
-91,883
989
$77.9M 0.01%
2,353,660
+47,248
990
$77.3M 0.01%
2,673,985
-142,570
991
$77.2M 0.01%
941,610
+475,526
992
$77.2M 0.01%
+304,679
993
$76.9M 0.01%
433,140
+60,365
994
$76.7M 0.01%
2,001,577
-669,586
995
$76.5M 0.01%
382,001
+56,622
996
$76.3M 0.01%
+2,522,143
997
$76M 0.01%
894,475
-865,595
998
$76M 0.01%
2,484,514
-261,387
999
$75.8M 0.01%
4,463,186
-24,468
1000
$75.5M 0.01%
1,547,787
+16,944