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
1426
$36.3M ﹤0.01%
3,331,234
-59,670
1427
$36.3M ﹤0.01%
197,732
+17,751
1428
$36.2M ﹤0.01%
533,062
+9,367
1429
$36.2M ﹤0.01%
175,785
+37,702
1430
$36.2M ﹤0.01%
2,151,354
-510,290
1431
$36M ﹤0.01%
985,469
+455,101
1432
$35.9M ﹤0.01%
462,103
-54,913
1433
$35.9M ﹤0.01%
863,836
-107,620
1434
$35.9M ﹤0.01%
705,993
+56,723
1435
$35.8M ﹤0.01%
288,087
+2,167
1436
$35.7M ﹤0.01%
447,732
+34,985
1437
$35.7M ﹤0.01%
343,798
+9,980
1438
$35.6M ﹤0.01%
535,790
+374,810
1439
$35.5M ﹤0.01%
839,326
+55,682
1440
$35.4M ﹤0.01%
574,180
-501,667
1441
$35.2M ﹤0.01%
175,462
-42,295
1442
$35.2M ﹤0.01%
630,602
+93,279
1443
$35.1M ﹤0.01%
351,241
-38,557
1444
$35.1M ﹤0.01%
672,359
+42,452
1445
$35.1M ﹤0.01%
139,353
-48,522
1446
$35.1M ﹤0.01%
217,231
+68,852
1447
$35M ﹤0.01%
280,827
-123,631
1448
$35M ﹤0.01%
1,037,528
-42,769
1449
$35M ﹤0.01%
5,073,571
+563,807
1450
$34.9M ﹤0.01%
258,412
+5,958