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
1901
$18.8M ﹤0.01%
731,055
+11,401
1902
$18.8M ﹤0.01%
327,014
-606,128
1903
$18.8M ﹤0.01%
2,118,942
+156,409
1904
$18.8M ﹤0.01%
335,473
+15,738
1905
$18.8M ﹤0.01%
1,098,370
-1,624,618
1906
$18.8M ﹤0.01%
898,646
-36,289
1907
$18.8M ﹤0.01%
113,336
+111,956
1908
$18.8M ﹤0.01%
729,214
-833,306
1909
$18.8M ﹤0.01%
556,107
+120,928
1910
$18.8M ﹤0.01%
484,261
-293,760
1911
$18.8M ﹤0.01%
662,240
-48,971
1912
$18.7M ﹤0.01%
576,630
-115,179
1913
$18.7M ﹤0.01%
138,546
-18,284
1914
$18.6M ﹤0.01%
187,750
-282,282
1915
$18.6M ﹤0.01%
290,028
+113,935
1916
$18.5M ﹤0.01%
1,195,957
-3,747,052
1917
$18.5M ﹤0.01%
204,155
-17,506
1918
$18.5M ﹤0.01%
379,761
-38,633
1919
$18.5M ﹤0.01%
244,327
+14,265
1920
$18.5M ﹤0.01%
1,147,432
+108,156
1921
$18.5M ﹤0.01%
1,204,749
-1,323,493
1922
$18.4M ﹤0.01%
635,666
+620,733
1923
$18.4M ﹤0.01%
235,361
+263
1924
$18.4M ﹤0.01%
1,449,610
-390,808
1925
$18.4M ﹤0.01%
228,908
+120,406