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
1201
$53M 0.01%
1,461,584
+1,269,147
1202
$52.7M 0.01%
2,275,376
-122,798
1203
$52.6M 0.01%
206,568
+14,257
1204
$52.4M 0.01%
13,401,136
-1,276,554
1205
$52.4M 0.01%
3,022,140
+419,028
1206
$52.2M 0.01%
1,952,561
-133,551
1207
$52.1M 0.01%
412,218
-103,309
1208
$52.1M 0.01%
548,956
-1,538
1209
$52M 0.01%
860,257
+597,831
1210
$51.9M 0.01%
686,839
+38,635
1211
$51.8M 0.01%
774,553
+70,388
1212
$51.6M 0.01%
995,486
+111,955
1213
$51.5M 0.01%
837,860
+149,434
1214
$51.5M 0.01%
468,669
+161,583
1215
$51.3M 0.01%
302,781
+18,090
1216
$51.2M 0.01%
635,716
-40,095
1217
$50.9M 0.01%
923,742
-188,966
1218
$50.7M 0.01%
543,304
+50,474
1219
$50.5M 0.01%
932,363
+27,148
1220
$50.4M 0.01%
3,350,285
-28,173
1221
$50.3M 0.01%
2,506,812
-1,206,525
1222
$50.3M 0.01%
745,776
-230,014
1223
$50.2M 0.01%
1,353,378
+80,159
1224
$50.2M 0.01%
421,812
-20,961
1225
$50.2M 0.01%
1,354,238
+420,759