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
1551
$30.5M ﹤0.01%
125,709
+21,870
1552
$30.5M ﹤0.01%
388,383
-128,787
1553
$30.5M ﹤0.01%
282,293
+24,536
1554
$30.4M ﹤0.01%
397,876
+11,429
1555
$30.3M ﹤0.01%
230,911
+147,209
1556
$30.3M ﹤0.01%
658,282
+251,009
1557
$30.3M ﹤0.01%
173,945
+2,621
1558
$30.3M ﹤0.01%
2,060,890
+128,385
1559
$30.3M ﹤0.01%
646,882
+246,498
1560
$30.2M ﹤0.01%
548,566
+481,079
1561
$30.1M ﹤0.01%
630,755
-93,500
1562
$30.1M ﹤0.01%
1,141,530
+341,171
1563
$30.1M ﹤0.01%
1,454,744
+93,044
1564
$30.1M ﹤0.01%
922,459
+8,804
1565
$30M ﹤0.01%
967,252
+198,411
1566
$30M ﹤0.01%
677,066
-185,563
1567
$29.9M ﹤0.01%
526,029
+15,653
1568
$29.8M ﹤0.01%
403,007
+102,049
1569
$29.8M ﹤0.01%
451,454
+183,955
1570
$29.7M ﹤0.01%
192,348
+67,401
1571
$29.7M ﹤0.01%
1,008,955
-165,929
1572
$29.7M ﹤0.01%
152,349
-1,154
1573
$29.6M ﹤0.01%
744,757
-96,825
1574
$29.6M ﹤0.01%
1,086,191
+198,464
1575
$29.5M ﹤0.01%
217,508
+43,725