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
2076
$15.2M ﹤0.01%
152,685
-18,776
2077
$15.2M ﹤0.01%
1,081,682
+91,525
2078
$15.2M ﹤0.01%
240,379
-117,600
2079
$15.1M ﹤0.01%
195,351
-36,780
2080
$15.1M ﹤0.01%
664,606
-127,693
2081
$15.1M ﹤0.01%
1,598,314
+1,489,189
2082
$15.1M ﹤0.01%
538,712
+29,213
2083
$15.1M ﹤0.01%
334,352
+18,444
2084
$15.1M ﹤0.01%
421,464
-25,741
2085
$15M ﹤0.01%
262,961
-38,154
2086
$15M ﹤0.01%
369,878
+43,968
2087
$15M ﹤0.01%
208,436
-35,135
2088
$15M ﹤0.01%
496,456
+182,732
2089
$14.9M ﹤0.01%
421,528
-238,110
2090
$14.9M ﹤0.01%
521,680
+15,266
2091
$14.9M ﹤0.01%
176,613
-29,377
2092
$14.8M ﹤0.01%
1,236,917
-256,527
2093
$14.8M ﹤0.01%
204,327
-1,428
2094
$14.8M ﹤0.01%
812,277
+124,050
2095
$14.8M ﹤0.01%
141,520
+5,279
2096
$14.8M ﹤0.01%
379,195
-52,239
2097
$14.8M ﹤0.01%
519,768
-262,624
2098
$14.7M ﹤0.01%
299,710
+90,221
2099
$14.7M ﹤0.01%
299,565
-32,399
2100
$14.7M ﹤0.01%
147,180
+1,534