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
1726
$24.1M ﹤0.01%
671,132
+170,359
1727
$24M ﹤0.01%
640,735
-344,564
1728
$24M ﹤0.01%
1,790,787
+269,201
1729
$24M ﹤0.01%
2,814,667
-1,704,576
1730
$23.8M ﹤0.01%
794,323
-139,359
1731
$23.8M ﹤0.01%
1,218,869
+17,504
1732
$23.8M ﹤0.01%
1,609,452
+31,972
1733
$23.6M ﹤0.01%
1,198,484
+175,510
1734
$23.6M ﹤0.01%
325,542
-106,972
1735
$23.6M ﹤0.01%
1,261,340
+1,167,944
1736
$23.6M ﹤0.01%
206,086
-7,215
1737
$23.6M ﹤0.01%
441,058
-86,021
1738
$23.6M ﹤0.01%
467,855
-8,161
1739
$23.5M ﹤0.01%
278,110
+26,446
1740
$23.5M ﹤0.01%
133,121
+2,124
1741
$23.5M ﹤0.01%
239,276
-102,930
1742
$23.5M ﹤0.01%
1,269,084
-154,226
1743
$23.4M ﹤0.01%
178,631
-30,124
1744
$23.4M ﹤0.01%
226,534
-22,054
1745
$23.3M ﹤0.01%
561,612
-32,826
1746
$23.3M ﹤0.01%
3,667,417
+274,014
1747
$23.3M ﹤0.01%
455,746
-51,032
1748
$23.3M ﹤0.01%
197,391
-20,061
1749
$23.2M ﹤0.01%
775,253
+195,598
1750
$23.2M ﹤0.01%
545,758
-195,104