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
1601
$28.1M ﹤0.01%
1,038,337
+60,149
1602
$28.1M ﹤0.01%
585,224
+58,902
1603
$28M ﹤0.01%
476,894
+193,394
1604
$28M ﹤0.01%
515,788
+460,755
1605
$28M ﹤0.01%
2,442,888
+59,717
1606
$28M ﹤0.01%
931,344
-10,738
1607
$28M ﹤0.01%
597,144
-11,706
1608
$28M ﹤0.01%
8,132,595
+6,757,068
1609
$27.9M ﹤0.01%
636,638
+186,219
1610
$27.9M ﹤0.01%
721,784
+42,571
1611
$27.9M ﹤0.01%
1,267,204
+280,786
1612
$27.9M ﹤0.01%
168,304
-4,430
1613
$27.8M ﹤0.01%
299,531
+18,940
1614
$27.8M ﹤0.01%
306,993
-44,415
1615
$27.8M ﹤0.01%
698,731
+19,647
1616
$27.7M ﹤0.01%
562,092
+184,213
1617
$27.7M ﹤0.01%
167,133
-166,826
1618
$27.6M ﹤0.01%
341,198
+44,212
1619
$27.6M ﹤0.01%
686,377
-120,771
1620
$27.6M ﹤0.01%
526,894
+34,477
1621
$27.6M ﹤0.01%
592,604
+64,701
1622
$27.6M ﹤0.01%
543,770
+255,457
1623
$27.4M ﹤0.01%
581,859
+328,870
1624
$27.4M ﹤0.01%
2,266,708
+70,135
1625
$27.4M ﹤0.01%
368,117
+7,982