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
1926
$18.4M ﹤0.01%
792,632
+279,839
1927
$18.4M ﹤0.01%
295,816
+22,691
1928
$18.4M ﹤0.01%
547,718
+49,661
1929
$18.3M ﹤0.01%
719,018
+195,628
1930
$18.3M ﹤0.01%
395,602
+32,934
1931
$18.3M ﹤0.01%
286,618
+7,288
1932
$18.3M ﹤0.01%
295,307
+63,917
1933
$18.3M ﹤0.01%
913,446
-122,906
1934
$18.2M ﹤0.01%
312,745
-71,161
1935
$18.2M ﹤0.01%
210,081
+50,143
1936
$18.2M ﹤0.01%
566,995
-45,838
1937
$18.2M ﹤0.01%
2,086,318
+869,441
1938
$18.2M ﹤0.01%
266,769
+206,008
1939
$18.2M ﹤0.01%
1,134,761
+327,079
1940
$18.2M ﹤0.01%
435,215
+374,687
1941
$18.2M ﹤0.01%
301,586
-21,781
1942
$18.1M ﹤0.01%
3,197,758
-209,613
1943
$18.1M ﹤0.01%
428,621
-94,430
1944
$18.1M ﹤0.01%
271,338
+20,869
1945
$18M ﹤0.01%
540,932
-537,197
1946
$17.9M ﹤0.01%
257,729
+141,857
1947
$17.9M ﹤0.01%
582,051
+21,788
1948
$17.9M ﹤0.01%
465,932
+95,941
1949
$17.9M ﹤0.01%
583,048
+12,400
1950
$17.8M ﹤0.01%
206,870
+3,636