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
1251
$48.1M 0.01%
750,475
-135,238
1252
$48.1M 0.01%
2,166,939
+68,868
1253
$48.1M 0.01%
1,221,036
+26,481
1254
$48M 0.01%
350,669
+5,664
1255
$48M 0.01%
4,722,040
-1,244,282
1256
$48M 0.01%
805,578
-504,455
1257
$48M 0.01%
715,650
+35,422
1258
$48M 0.01%
1,576,698
+466,977
1259
$47.7M 0.01%
365,561
-123,453
1260
$47.6M ﹤0.01%
1,074,830
-182,297
1261
$47.5M ﹤0.01%
654,171
-126,640
1262
$47.3M ﹤0.01%
1,021,985
+118,797
1263
$47.2M ﹤0.01%
1,495,519
+64,440
1264
$47.2M ﹤0.01%
56,655
+24,391
1265
$47.1M ﹤0.01%
919,408
+50,128
1266
$47M ﹤0.01%
1,423,051
+643,093
1267
$47M ﹤0.01%
675,046
-15,134
1268
$46.8M ﹤0.01%
2,771,761
+459,644
1269
$46.8M ﹤0.01%
564,710
-36,156
1270
$46.6M ﹤0.01%
790,190
+26,777
1271
$46.6M ﹤0.01%
932,412
-22,098
1272
$46.6M ﹤0.01%
+6,102,504
1273
$46.5M ﹤0.01%
1,585,100
+1,170
1274
$46.4M ﹤0.01%
270,845
-229
1275
$46.2M ﹤0.01%
476,499
-83,083