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
1951
$17.8M ﹤0.01%
430,485
+5,018
1952
$17.8M ﹤0.01%
653,784
+241,813
1953
$17.8M ﹤0.01%
395,606
-106,196
1954
$17.8M ﹤0.01%
391,149
+6,779
1955
$17.7M ﹤0.01%
173,656
+110,648
1956
$17.7M ﹤0.01%
268,474
+228,358
1957
$17.7M ﹤0.01%
674,403
+53,535
1958
$17.7M ﹤0.01%
475,162
+27,951
1959
$17.7M ﹤0.01%
539,121
-33,475
1960
$17.6M ﹤0.01%
142,862
+10,302
1961
$17.6M ﹤0.01%
368,271
+11,526
1962
$17.6M ﹤0.01%
64,220
-3,264
1963
$17.5M ﹤0.01%
547,238
-79,849
1964
$17.5M ﹤0.01%
90,515
-10,098
1965
$17.4M ﹤0.01%
1,676,056
-84,640
1966
$17.4M ﹤0.01%
508,672
-400,784
1967
$17.3M ﹤0.01%
390,141
+21,234
1968
$17.3M ﹤0.01%
729,081
-269,383
1969
$17.3M ﹤0.01%
369,378
-440,012
1970
$17.2M ﹤0.01%
388,048
-5,659
1971
$17.2M ﹤0.01%
288,367
-26,790
1972
$17.2M ﹤0.01%
62,269
+20,237
1973
$17.2M ﹤0.01%
184,461
+55,813
1974
$17.1M ﹤0.01%
314,595
+39,135
1975
$17.1M ﹤0.01%
330,681
-200,445