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
1301
$44.5M ﹤0.01%
307,228
-47,739
1302
$44.5M ﹤0.01%
1,088,726
+222,776
1303
$44.3M ﹤0.01%
541,582
-44,300
1304
$43.9M ﹤0.01%
3,043,576
-271,279
1305
$43.9M ﹤0.01%
481,498
+87,294
1306
$43.7M ﹤0.01%
1,299,418
+61,844
1307
$43.7M ﹤0.01%
1,609,321
+221,871
1308
$43.6M ﹤0.01%
722,790
-16,392
1309
$43.6M ﹤0.01%
364,775
-2,679
1310
$43.5M ﹤0.01%
1,420,147
+54,921
1311
$43.3M ﹤0.01%
896,394
+199,359
1312
$43.2M ﹤0.01%
66,070
-3,729
1313
$43.2M ﹤0.01%
905,648
+13,190
1314
$43.2M ﹤0.01%
445,196
-106,692
1315
$43.1M ﹤0.01%
34,506
-8,796
1316
$43.1M ﹤0.01%
1,057,764
+98,504
1317
$43M ﹤0.01%
1,157,626
-73,300
1318
$42.9M ﹤0.01%
1,615,212
+55,723
1319
$42.9M ﹤0.01%
475,569
-2,938
1320
$42.9M ﹤0.01%
258,495
+10,708
1321
$42.9M ﹤0.01%
292,901
-69,194
1322
$42.8M ﹤0.01%
820,827
+393,986
1323
$42.8M ﹤0.01%
576,488
-101,932
1324
$42.5M ﹤0.01%
961,698
-168,991
1325
$42.5M ﹤0.01%
172,453
-92,274