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
2101
$14.7M ﹤0.01%
115,544
-66,216
2102
$14.7M ﹤0.01%
678,150
-89,180
2103
$14.7M ﹤0.01%
234,331
+40,968
2104
$14.6M ﹤0.01%
949,608
+565,677
2105
$14.6M ﹤0.01%
5,742,156
+5,498,653
2106
$14.6M ﹤0.01%
197,920
-22,441
2107
$14.6M ﹤0.01%
259,926
+21,091
2108
$14.6M ﹤0.01%
572,482
+73,196
2109
$14.6M ﹤0.01%
791,610
+127,063
2110
$14.5M ﹤0.01%
440,092
-46,246
2111
$14.5M ﹤0.01%
516,842
-8,421
2112
$14.4M ﹤0.01%
1,217,518
-382,936
2113
$14.4M ﹤0.01%
90,519
+1,693
2114
$14.4M ﹤0.01%
170,998
+13,355
2115
$14.4M ﹤0.01%
536,675
+75,507
2116
$14.4M ﹤0.01%
259,605
-546,963
2117
$14.4M ﹤0.01%
463,392
-97,136
2118
$14.4M ﹤0.01%
554,006
-124,699
2119
$14.4M ﹤0.01%
236,333
+4,021
2120
$14.3M ﹤0.01%
516,702
-22,849
2121
$14.3M ﹤0.01%
143,412
-29,523
2122
$14.3M ﹤0.01%
140,690
+14,297
2123
$14.3M ﹤0.01%
607,953
+64,512
2124
$14.3M ﹤0.01%
377,827
-86,915
2125
$14.2M ﹤0.01%
335,171
+1,245