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
2051
$15.7M ﹤0.01%
249,238
-81,890
2052
$15.7M ﹤0.01%
169,480
+3,099
2053
$15.7M ﹤0.01%
216,833
-17,066
2054
$15.7M ﹤0.01%
226,407
+27,696
2055
$15.6M ﹤0.01%
425,819
-50,128
2056
$15.6M ﹤0.01%
170,598
+26,101
2057
$15.6M ﹤0.01%
327,484
-51,813
2058
$15.6M ﹤0.01%
480,216
+12,881
2059
$15.6M ﹤0.01%
1,325,924
+47,909
2060
$15.6M ﹤0.01%
907,978
+59,445
2061
$15.6M ﹤0.01%
379,861
+20,180
2062
$15.4M ﹤0.01%
174,077
-6,891
2063
$15.4M ﹤0.01%
385,494
+171,010
2064
$15.4M ﹤0.01%
454,076
-355,065
2065
$15.4M ﹤0.01%
407,686
+237,074
2066
$15.4M ﹤0.01%
654,534
+203,697
2067
$15.4M ﹤0.01%
316,553
+12,810
2068
$15.4M ﹤0.01%
492,367
-87,907
2069
$15.4M ﹤0.01%
524,890
+96,920
2070
$15.4M ﹤0.01%
581,186
+14,910
2071
$15.3M ﹤0.01%
3,699
+3,308
2072
$15.3M ﹤0.01%
970,128
-379,005
2073
$15.3M ﹤0.01%
284,249
+7,448
2074
$15.2M ﹤0.01%
114,521
-41,085
2075
$15.2M ﹤0.01%
179,175
+24,037