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
1451
$34.8M ﹤0.01%
247,278
-49,350
1452
$34.8M ﹤0.01%
76,612
-3,070
1453
$34.7M ﹤0.01%
721,835
-20,280
1454
$34.7M ﹤0.01%
181,913
-15,779
1455
$34.7M ﹤0.01%
235,819
+96,186
1456
$34.7M ﹤0.01%
2,124,669
-316,045
1457
$34.6M ﹤0.01%
649,148
-22,951
1458
$34.5M ﹤0.01%
802,891
-333,517
1459
$34.5M ﹤0.01%
1,654,912
-418,015
1460
$34.4M ﹤0.01%
4,277,030
-671,570
1461
$34.4M ﹤0.01%
932,491
+92,756
1462
$34.4M ﹤0.01%
658,856
-21,814
1463
$34.4M ﹤0.01%
33,719
+5,420
1464
$34.3M ﹤0.01%
1,610,951
-58,637
1465
$34.3M ﹤0.01%
1,256,769
+404,335
1466
$34.3M ﹤0.01%
456,680
+306,388
1467
$34.3M ﹤0.01%
793,860
+219,362
1468
$34.2M ﹤0.01%
180,442
+19,213
1469
$34.2M ﹤0.01%
878,112
-8,270
1470
$34.1M ﹤0.01%
737,623
+38,009
1471
$34.1M ﹤0.01%
607,376
-262,972
1472
$34.1M ﹤0.01%
805,402
-141,311
1473
$34.1M ﹤0.01%
1,254,166
+487,684
1474
$34M ﹤0.01%
416,275
-3,071
1475
$33.8M ﹤0.01%
966,569
+560,639