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
2151
$13.9M ﹤0.01%
185,075
-4,306
2152
$13.9M ﹤0.01%
222,766
+35,612
2153
$13.8M ﹤0.01%
217,816
-34,899
2154
$13.8M ﹤0.01%
355,247
+8,284
2155
$13.8M ﹤0.01%
236,772
+45,228
2156
$13.8M ﹤0.01%
290,272
-19,745
2157
$13.8M ﹤0.01%
250,158
-89,195
2158
$13.8M ﹤0.01%
193,988
-17,939
2159
$13.7M ﹤0.01%
308,532
+105,682
2160
$13.7M ﹤0.01%
242,126
+29,069
2161
$13.7M ﹤0.01%
1,443,105
-29,813
2162
$13.7M ﹤0.01%
345,920
+31,998
2163
$13.7M ﹤0.01%
669,078
-223,088
2164
$13.6M ﹤0.01%
104,747
+2,156
2165
$13.6M ﹤0.01%
754,289
-4,523
2166
$13.6M ﹤0.01%
899,437
-429,428
2167
$13.6M ﹤0.01%
548,243
+141,884
2168
$13.6M ﹤0.01%
585,476
+78,334
2169
$13.6M ﹤0.01%
155,070
-3,351
2170
$13.6M ﹤0.01%
334,164
+88,044
2171
$13.6M ﹤0.01%
244,525
+32,935
2172
$13.6M ﹤0.01%
292,160
+3,211
2173
$13.6M ﹤0.01%
169,415
-12,231
2174
$13.5M ﹤0.01%
136,256
-37,418
2175
$13.5M ﹤0.01%
717,986
+44,608