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
1476
$33.7M ﹤0.01%
400,855
+3,450
1477
$33.7M ﹤0.01%
720,622
+3,615
1478
$33.7M ﹤0.01%
365,833
+2,929
1479
$33.6M ﹤0.01%
577,360
-381,241
1480
$33.6M ﹤0.01%
998,460
+190,458
1481
$33.5M ﹤0.01%
792,173
+2,007
1482
$33.5M ﹤0.01%
942,670
+26,711
1483
$33.5M ﹤0.01%
639,641
-110,298
1484
$33.5M ﹤0.01%
1,101,451
-39,404
1485
$33.4M ﹤0.01%
2,446,730
-230,790
1486
$33.4M ﹤0.01%
284,731
+64,531
1487
$33.1M ﹤0.01%
572,256
+37,507
1488
$33.1M ﹤0.01%
542,437
+322,167
1489
$33M ﹤0.01%
996,062
-41,664
1490
$32.8M ﹤0.01%
247,021
-21,943
1491
$32.8M ﹤0.01%
635,168
-60,906
1492
$32.7M ﹤0.01%
1,662,098
-158,531
1493
$32.7M ﹤0.01%
920,648
-206,234
1494
$32.7M ﹤0.01%
1,133,584
-5,767
1495
$32.7M ﹤0.01%
558,648
-4,323
1496
$32.6M ﹤0.01%
492,936
+135,930
1497
$32.6M ﹤0.01%
1,075,364
-10,639
1498
$32.6M ﹤0.01%
75,031
+73,858
1499
$32.5M ﹤0.01%
1,761,105
-30,153
1500
$32.5M ﹤0.01%
2,385,381
-469,321