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
1101
$63.6M 0.01%
746,255
+110,795
1102
$63.6M 0.01%
3,246,529
-44,007
1103
$63.4M 0.01%
1,197,664
-17,243
1104
$63M 0.01%
3,473,170
+1,099,475
1105
$63M 0.01%
1,316,069
+93,841
1106
$62.9M 0.01%
1,123,732
-54,228
1107
$62.8M 0.01%
747,041
-239,879
1108
$62.7M 0.01%
3,118,470
+629,335
1109
$62.2M 0.01%
599,490
-90,641
1110
$62.2M 0.01%
843,544
+25,613
1111
$62.1M 0.01%
738,329
+7,486
1112
$62.1M 0.01%
1,521,536
-16,581
1113
$62.1M 0.01%
93,031
+10,322
1114
$61.9M 0.01%
1,059,903
+2,249
1115
$61.8M 0.01%
321,589
+49,481
1116
$61.8M 0.01%
1,331,821
+176,269
1117
$61.8M 0.01%
2,248,977
-229,256
1118
$61.6M 0.01%
12,395
+1,375
1119
$61.6M 0.01%
409,050
-255,521
1120
$61.5M 0.01%
1,668,795
+110,610
1121
$61.4M 0.01%
1,128,003
-196,597
1122
$61.3M 0.01%
1,740,305
-985,990
1123
$61.2M 0.01%
1,329,343
+38,306
1124
$61.2M 0.01%
718,993
+148,933
1125
$61.2M 0.01%
2,827,318
+497,539