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
1351
$40.7M ﹤0.01%
436,974
-27,810
1352
$40.7M ﹤0.01%
3,559,135
+57,689
1353
$40.7M ﹤0.01%
622,024
+185,800
1354
$40.5M ﹤0.01%
519,522
+296,439
1355
$40.4M ﹤0.01%
1,467,136
+476,448
1356
$40.1M ﹤0.01%
302,517
+62,970
1357
$40.1M ﹤0.01%
1,053,808
-279,785
1358
$40.1M ﹤0.01%
727,489
+186,498
1359
$40M ﹤0.01%
291,061
-111,722
1360
$40M ﹤0.01%
787,684
+52,862
1361
$40M ﹤0.01%
441,741
-20,030
1362
$39.9M ﹤0.01%
561,513
-202,564
1363
$39.7M ﹤0.01%
369,258
-85,418
1364
$39.7M ﹤0.01%
1,647,765
-405,137
1365
$39.7M ﹤0.01%
725,987
+2,164
1366
$39.6M ﹤0.01%
1,175,479
-202,007
1367
$39.5M ﹤0.01%
1,806,143
+197,231
1368
$39.4M ﹤0.01%
172,863
-41,102
1369
$39.3M ﹤0.01%
494,823
+15,384
1370
$39.3M ﹤0.01%
369,954
-176,090
1371
$39.1M ﹤0.01%
935,938
-1,372,669
1372
$39.1M ﹤0.01%
1,276,201
-180,298
1373
$39.1M ﹤0.01%
364,632
+45,452
1374
$39.1M ﹤0.01%
718,415
-15,966
1375
$39.1M ﹤0.01%
1,140,138
-116,831