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
2226
$12.6M ﹤0.01%
1,350,133
-145,226
2227
$12.6M ﹤0.01%
240,176
+11,036
2228
$12.5M ﹤0.01%
190,350
-16,303
2229
$12.5M ﹤0.01%
192,916
+23,971
2230
$12.5M ﹤0.01%
531,587
+526,593
2231
$12.5M ﹤0.01%
138,347
+88,822
2232
$12.5M ﹤0.01%
103,144
+10,523
2233
$12.4M ﹤0.01%
136,910
-38,788
2234
$12.4M ﹤0.01%
375,884
+24,514
2235
$12.4M ﹤0.01%
759,476
-136,915
2236
$12.4M ﹤0.01%
1,037,252
+35,582
2237
$12.4M ﹤0.01%
258,679
-26,184
2238
$12.4M ﹤0.01%
615,870
+461,243
2239
$12.3M ﹤0.01%
1,333,720
+178,624
2240
$12.3M ﹤0.01%
591,264
+77,264
2241
$12.3M ﹤0.01%
270,225
-60,272
2242
$12.3M ﹤0.01%
524,886
-55,160
2243
$12.3M ﹤0.01%
593,432
+215,441
2244
$12.3M ﹤0.01%
443,143
+22,145
2245
$12.3M ﹤0.01%
398,771
+47,065
2246
$12.3M ﹤0.01%
216,461
-13,735
2247
$12.2M ﹤0.01%
862,703
-91,641
2248
$12.2M ﹤0.01%
213,153
+155,413
2249
$12.2M ﹤0.01%
1,048,017
+1,001,959
2250
$12.2M ﹤0.01%
330,329
-425,999