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
1026
$71.6M 0.01%
3,129,785
+171,115
1027
$71.5M 0.01%
1,230,772
-80,710
1028
$71.5M 0.01%
15,865,640
+4,188,564
1029
$71.4M 0.01%
2,708,107
-37,108
1030
$71.4M 0.01%
1,195,727
+238,100
1031
$71.3M 0.01%
4,104,408
-86,730
1032
$71.2M 0.01%
529,023
-23,740
1033
$71.1M 0.01%
2,635,602
+202,480
1034
$71.1M 0.01%
737,179
+142,227
1035
$71.1M 0.01%
324,251
+31,716
1036
$70.9M 0.01%
878,931
+28,509
1037
$70.9M 0.01%
696,664
+156,554
1038
$70.8M 0.01%
884,633
+33,147
1039
$70.7M 0.01%
104,168
+4,872
1040
$70.7M 0.01%
2,358,431
+151,947
1041
$70.6M 0.01%
1,375,704
+212,869
1042
$70.6M 0.01%
1,440,892
-138,142
1043
$70.6M 0.01%
1,273,795
-97,112
1044
$70.5M 0.01%
3,047,938
-181,816
1045
$70.4M 0.01%
1,077,452
-32,366
1046
$70.3M 0.01%
687,359
+159,857
1047
$70.2M 0.01%
449,375
+33,340
1048
$70.1M 0.01%
1,480,014
+140,016
1049
$70M 0.01%
1,357,451
+264,805
1050
$69.8M 0.01%
2,494,481
+204,843