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
1126
$61.2M 0.01%
386,994
-3,384
1127
$61M 0.01%
+2,112,861
1128
$61M 0.01%
640,431
-445
1129
$60.7M 0.01%
1,003,766
+376,440
1130
$60.5M 0.01%
1,591,224
-14,717
1131
$60.3M 0.01%
2,056,192
-34,517
1132
$60.2M 0.01%
397,808
+17,747
1133
$60.2M 0.01%
1,782,807
+513,892
1134
$59.9M 0.01%
611,913
+10,754
1135
$59.6M 0.01%
1,120,741
+317,257
1136
$59.5M 0.01%
482,974
-37,338
1137
$59.5M 0.01%
235,101
+23,846
1138
$59.3M 0.01%
532,222
+759
1139
$59.3M 0.01%
1,303,709
-37,895
1140
$59.2M 0.01%
739,811
+75,546
1141
$59.1M 0.01%
825,617
+19,136
1142
$59M 0.01%
2,534,020
-58,715
1143
$58.9M 0.01%
873,622
+53,950
1144
$58.8M 0.01%
321,109
-20,683
1145
$58.8M 0.01%
126,772
-4,009
1146
$58.6M 0.01%
376,414
-1,142
1147
$58.6M 0.01%
965,890
-31,277
1148
$58.6M 0.01%
2,390,443
+357,592
1149
$58.6M 0.01%
2,118,383
+281,073
1150
$58.4M 0.01%
815,331
+66,030