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
2126
$14.2M ﹤0.01%
123,495
-282
2127
$14.2M ﹤0.01%
274,448
+100,487
2128
$14.2M ﹤0.01%
778,332
+10,077
2129
$14.2M ﹤0.01%
398,267
-99,405
2130
$14.2M ﹤0.01%
844,834
+224,842
2131
$14.2M ﹤0.01%
158,376
+46,160
2132
$14.2M ﹤0.01%
360,751
+323,522
2133
$14.1M ﹤0.01%
1,156,566
+344,395
2134
$14.1M ﹤0.01%
603,785
+13,320
2135
$14.1M ﹤0.01%
278,210
-153,511
2136
$14.1M ﹤0.01%
708,886
-83,170
2137
$14.1M ﹤0.01%
136,508
-76,492
2138
$14.1M ﹤0.01%
241,699
+96,597
2139
$14M ﹤0.01%
249,483
+19,619
2140
$14M ﹤0.01%
731,278
+97,394
2141
$14M ﹤0.01%
793,327
-136,711
2142
$14M ﹤0.01%
396,287
+113,808
2143
$14M ﹤0.01%
231,794
-210,037
2144
$14M ﹤0.01%
14,710
-2,215
2145
$13.9M ﹤0.01%
459,660
+45,893
2146
$13.9M ﹤0.01%
220,781
+169,930
2147
$13.9M ﹤0.01%
310,576
+56,683
2148
$13.9M ﹤0.01%
222,071
+94,343
2149
$13.9M ﹤0.01%
550,652
+58,834
2150
$13.9M ﹤0.01%
197,449
-97,240