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
1751
$23.2M ﹤0.01%
358,213
-3,944
1752
$23.2M ﹤0.01%
751,685
-239,595
1753
$23.1M ﹤0.01%
238,378
+33,278
1754
$23.1M ﹤0.01%
215,369
+39,689
1755
$23.1M ﹤0.01%
2,859,169
+1,775
1756
$23.1M ﹤0.01%
3,771,726
+287,634
1757
$23.1M ﹤0.01%
935,957
+26,705
1758
$23M ﹤0.01%
265,092
+44,646
1759
$23M ﹤0.01%
1,324,237
+517,739
1760
$23M ﹤0.01%
584,885
+34,598
1761
$22.9M ﹤0.01%
3,693,829
+135,858
1762
$22.9M ﹤0.01%
546,752
+15,819
1763
$22.9M ﹤0.01%
994,816
-265,506
1764
$22.9M ﹤0.01%
1,513,610
+81,958
1765
$22.8M ﹤0.01%
174,819
+51,871
1766
$22.8M ﹤0.01%
381,893
+13,600
1767
$22.7M ﹤0.01%
258,557
+17,278
1768
$22.7M ﹤0.01%
1,037,400
+272,084
1769
$22.7M ﹤0.01%
369,270
-181,683
1770
$22.7M ﹤0.01%
425,400
+203,888
1771
$22.7M ﹤0.01%
501,528
+129,304
1772
$22.6M ﹤0.01%
540,843
-71,325
1773
$22.6M ﹤0.01%
780,210
+88,366
1774
$22.6M ﹤0.01%
236,508
-42,793
1775
$22.5M ﹤0.01%
511,923
-23,786