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
1401
$37.5M ﹤0.01%
342,693
+252,863
1402
$37.4M ﹤0.01%
1,405,087
+202,681
1403
$37.4M ﹤0.01%
1,078,948
-19,590
1404
$37.3M ﹤0.01%
314,461
-51,058
1405
$37.3M ﹤0.01%
1,454,432
+1,449,357
1406
$37.2M ﹤0.01%
769,368
-91,186
1407
$37.2M ﹤0.01%
645,318
+457,137
1408
$37.1M ﹤0.01%
653,464
-1,371,390
1409
$37.1M ﹤0.01%
310,480
-73,390
1410
$37.1M ﹤0.01%
451,950
-44,893
1411
$37.1M ﹤0.01%
158,047
-5,698
1412
$37M ﹤0.01%
3,001,514
+148,344
1413
$36.8M ﹤0.01%
258,975
+8,627
1414
$36.7M ﹤0.01%
930,899
+16,125
1415
$36.7M ﹤0.01%
1,114,385
-7,872
1416
$36.6M ﹤0.01%
325,360
+6,360
1417
$36.5M ﹤0.01%
820,863
+41,576
1418
$36.5M ﹤0.01%
1,905,166
+372,532
1419
$36.5M ﹤0.01%
104,156
+8,620
1420
$36.4M ﹤0.01%
448,517
-40,895
1421
$36.3M ﹤0.01%
789,030
-25,926
1422
$36.3M ﹤0.01%
383,089
+11,518
1423
$36.3M ﹤0.01%
163,727
-32,860
1424
$36.3M ﹤0.01%
482,500
+20,664
1425
$36.3M ﹤0.01%
963,586
+315,991