Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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 6.19%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.95B 0.2%
6,602,457
-29,430
102
$1.92B 0.2%
6,667,084
-844,027
103
$1.91B 0.2%
5,237,946
-16,232
104
$1.91B 0.2%
28,607,490
-4,486,011
105
$1.9B 0.2%
16,987,479
-430,118
106
$1.81B 0.19%
4,771,796
-342,857
107
$1.8B 0.19%
21,077,955
-120,076
108
$1.79B 0.19%
18,590,222
+389,424
109
$1.79B 0.19%
11,558,727
+137,976
110
$1.77B 0.18%
15,122,371
+696,922
111
$1.77B 0.18%
9,017,303
+141,550
112
$1.75B 0.18%
8,803,088
-468,149
113
$1.74B 0.18%
23,599,798
-2,484,734
114
$1.71B 0.18%
31,636,161
-2,715,599
115
$1.71B 0.18%
30,442,897
-4,409,557
116
$1.66B 0.17%
11,495,608
+3,916,862
117
$1.65B 0.17%
23,598,864
+1,103,382
118
$1.63B 0.17%
6,680,446
-294,310
119
$1.6B 0.17%
60,124,022
+393,975
120
$1.58B 0.16%
5,835,268
+81,307
121
$1.55B 0.16%
71,459,638
-10,433,555
122
$1.54B 0.16%
8,061,663
-36,353
123
$1.52B 0.16%
12,744,576
+558,267
124
$1.52B 0.16%
4,948,102
-635,657
125
$1.5B 0.16%
27,109,070
-381,828
3 4
5
6 7