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
2251
$12.2M ﹤0.01%
191,185
+14,329
2252
$12.2M ﹤0.01%
287,643
-75,067
2253
$12.2M ﹤0.01%
664,069
+36,796
2254
$12.2M ﹤0.01%
301,397
-29,745
2255
$12.1M ﹤0.01%
+1,246,025
2256
$12.1M ﹤0.01%
431,840
+24,112
2257
$12.1M ﹤0.01%
265,170
+15,123
2258
$12.1M ﹤0.01%
105,999
+87,086
2259
$12.1M ﹤0.01%
165,348
-359,726
2260
$12.1M ﹤0.01%
234,028
+9,933
2261
$12.1M ﹤0.01%
255,685
+5,454
2262
$12.1M ﹤0.01%
532,258
-191,097
2263
$12M ﹤0.01%
683,491
-89,218
2264
$12M ﹤0.01%
857,540
+261,206
2265
$12M ﹤0.01%
130,855
-24,768
2266
$12M ﹤0.01%
300,622
-168,245
2267
$12M ﹤0.01%
460,590
-2,145,766
2268
$12M ﹤0.01%
373,111
-50,685
2269
$12M ﹤0.01%
664,409
-590
2270
$12M ﹤0.01%
414,824
-48,607
2271
$11.9M ﹤0.01%
133,277
+27,541
2272
$11.9M ﹤0.01%
504,341
-146,748
2273
$11.9M ﹤0.01%
488,547
-171,486
2274
$11.9M ﹤0.01%
479,255
-29,691
2275
$11.9M ﹤0.01%
177,728
+48,344