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
1526
$31.6M ﹤0.01%
177,415
+12,236
1527
$31.6M ﹤0.01%
1,886,895
+529,337
1528
$31.5M ﹤0.01%
591,540
-26,920
1529
$31.5M ﹤0.01%
1,172,124
+457,073
1530
$31.5M ﹤0.01%
624,862
-2,265,065
1531
$31.4M ﹤0.01%
671,549
+85,646
1532
$31.2M ﹤0.01%
359,755
+32,690
1533
$31.1M ﹤0.01%
372,760
+10,681
1534
$31.1M ﹤0.01%
1,151,600
+164,654
1535
$31.1M ﹤0.01%
261,542
-21,125
1536
$31.1M ﹤0.01%
864,497
-664,832
1537
$31M ﹤0.01%
710,947
+77,778
1538
$30.9M ﹤0.01%
1,357,842
+22,809
1539
$30.9M ﹤0.01%
1,259,909
+142,390
1540
$30.8M ﹤0.01%
297,272
-49,587
1541
$30.7M ﹤0.01%
411,694
-12,701
1542
$30.7M ﹤0.01%
149,148
+5,120
1543
$30.7M ﹤0.01%
675,648
-188,721
1544
$30.6M ﹤0.01%
3,384,370
+1,107,591
1545
$30.6M ﹤0.01%
152,823
+8,472
1546
$30.6M ﹤0.01%
380,239
+128,272
1547
$30.6M ﹤0.01%
1,065,761
-252,081
1548
$30.6M ﹤0.01%
206,654
-6,000
1549
$30.5M ﹤0.01%
814,652
-113,151
1550
$30.5M ﹤0.01%
1,162,368
+455,191