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
1701
$24.8M ﹤0.01%
+506,209
1702
$24.8M ﹤0.01%
342,054
+44,224
1703
$24.7M ﹤0.01%
1,733,468
-499,905
1704
$24.7M ﹤0.01%
110,323
-164,995
1705
$24.7M ﹤0.01%
208,471
+28,023
1706
$24.6M ﹤0.01%
1,026,966
-155,816
1707
$24.6M ﹤0.01%
1,247,988
-80,654
1708
$24.6M ﹤0.01%
952,587
-160,120
1709
$24.6M ﹤0.01%
139,131
+6,300
1710
$24.5M ﹤0.01%
411,218
+304,095
1711
$24.5M ﹤0.01%
1,506,458
+120,463
1712
$24.5M ﹤0.01%
285,010
-35,276
1713
$24.4M ﹤0.01%
1,672,485
-763,586
1714
$24.4M ﹤0.01%
122,273
+11,179
1715
$24.3M ﹤0.01%
1,586,173
+256,082
1716
$24.3M ﹤0.01%
624,619
+85,008
1717
$24.2M ﹤0.01%
1,737,432
+195,984
1718
$24.2M ﹤0.01%
334,754
-190,715
1719
$24.2M ﹤0.01%
718,314
+40,758
1720
$24.1M ﹤0.01%
415,454
-8,613
1721
$24.1M ﹤0.01%
550,273
+14,193
1722
$24.1M ﹤0.01%
733,664
-33,593
1723
$24.1M ﹤0.01%
153,018
-14,388
1724
$24.1M ﹤0.01%
901,763
+205,514
1725
$24.1M ﹤0.01%
134,109
-46,117