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
1051
$69.7M 0.01%
318,254
+136,258
1052
$69.6M 0.01%
423,500
+595
1053
$69.6M 0.01%
7,808,813
+490,578
1054
$69.6M 0.01%
3,294,939
+3,216,974
1055
$69.4M 0.01%
1,132,011
+163,824
1056
$69.3M 0.01%
543,421
-4,484
1057
$69.1M 0.01%
353,034
+40,969
1058
$69.1M 0.01%
1,424,567
+119,310
1059
$68.7M 0.01%
4,815,825
-186,874
1060
$68.5M 0.01%
921,285
+169,203
1061
$68.2M 0.01%
2,139,236
+66,623
1062
$68.2M 0.01%
1,592,731
-21,130
1063
$68.2M 0.01%
459,472
-9,089
1064
$68.2M 0.01%
404,776
-38,903
1065
$68M 0.01%
1,590,372
+549,547
1066
$67.9M 0.01%
1,219,747
+43,679
1067
$67.7M 0.01%
14,511,806
-20,225,301
1068
$67.6M 0.01%
1,339,095
+148,764
1069
$67.6M 0.01%
484,961
+120,574
1070
$67.5M 0.01%
947,273
-51,860
1071
$67.3M 0.01%
58,594
+4,306
1072
$67.1M 0.01%
682,211
+14,283
1073
$67M 0.01%
1,261,399
-45,548
1074
$67M 0.01%
490,965
+22,714
1075
$66.9M 0.01%
1,529,436
+14,076