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
2201
$13.1M ﹤0.01%
360,457
+4,578
2202
$13M ﹤0.01%
103,550
+9,664
2203
$13M ﹤0.01%
183,673
-4,818
2204
$12.9M ﹤0.01%
158,340
-11,738
2205
$12.9M ﹤0.01%
1,120,999
+805
2206
$12.9M ﹤0.01%
694,534
-424
2207
$12.9M ﹤0.01%
164,435
-6,316
2208
$12.9M ﹤0.01%
139,169
-1,193
2209
$12.9M ﹤0.01%
352,614
-39,312
2210
$12.9M ﹤0.01%
746,764
+184,252
2211
$12.8M ﹤0.01%
303,991
+12,243
2212
$12.8M ﹤0.01%
271,383
+27,419
2213
$12.8M ﹤0.01%
270,258
-52,071
2214
$12.8M ﹤0.01%
95,957
+27,043
2215
$12.8M ﹤0.01%
211,051
-19,737
2216
$12.8M ﹤0.01%
322,472
-12,425
2217
$12.8M ﹤0.01%
815,476
+32,194
2218
$12.7M ﹤0.01%
273,991
+2,247
2219
$12.7M ﹤0.01%
162,795
+8,228
2220
$12.7M ﹤0.01%
155,746
-26,483
2221
$12.7M ﹤0.01%
317,381
-58,031
2222
$12.7M ﹤0.01%
239,179
-29,892
2223
$12.7M ﹤0.01%
301,255
+249,773
2224
$12.7M ﹤0.01%
508,512
+138,974
2225
$12.6M ﹤0.01%
253,378
-46,373