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
1776
$22.5M ﹤0.01%
424,916
+36,199
1777
$22.5M ﹤0.01%
297,196
-39,007
1778
$22.5M ﹤0.01%
967,066
+11,365
1779
$22.4M ﹤0.01%
884,393
-247,786
1780
$22.4M ﹤0.01%
791,976
+19,998
1781
$22.4M ﹤0.01%
245,740
-44,668
1782
$22.4M ﹤0.01%
614,010
-30,470
1783
$22.3M ﹤0.01%
502,650
+216,165
1784
$22.3M ﹤0.01%
460,235
+44,864
1785
$22.3M ﹤0.01%
852,697
+80,960
1786
$22.2M ﹤0.01%
1,415,729
+48,348
1787
$22.2M ﹤0.01%
311,405
+4,251
1788
$22.2M ﹤0.01%
1,035,421
+783,433
1789
$22.2M ﹤0.01%
325,456
-6,072
1790
$22.2M ﹤0.01%
445,623
+19,620
1791
$22.1M ﹤0.01%
320,370
+226,070
1792
$22.1M ﹤0.01%
557,842
+27,041
1793
$22.1M ﹤0.01%
182,531
+58,257
1794
$22.1M ﹤0.01%
297,320
-50,045
1795
$22.1M ﹤0.01%
805,963
+9,789
1796
$22.1M ﹤0.01%
612,859
-210,367
1797
$22M ﹤0.01%
1,103,842
+471,336
1798
$22M ﹤0.01%
229,649
+32,089
1799
$22M ﹤0.01%
515,811
-115,255
1800
$21.9M ﹤0.01%
1,309,750
+563,761