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
2301
$11.5M ﹤0.01%
805,717
+762,998
2302
$11.5M ﹤0.01%
316,000
+100,368
2303
$11.5M ﹤0.01%
97,637
+1,864
2304
$11.5M ﹤0.01%
202,395
+3,750
2305
$11.4M ﹤0.01%
690,007
+64,872
2306
$11.4M ﹤0.01%
214,026
+38,593
2307
$11.4M ﹤0.01%
127,765
-49,395
2308
$11.4M ﹤0.01%
998,790
+138,237
2309
$11.4M ﹤0.01%
79,885
-22,180
2310
$11.4M ﹤0.01%
96,068
+991
2311
$11.4M ﹤0.01%
609,929
+19,099
2312
$11.4M ﹤0.01%
2,545,540
+148,274
2313
$11.3M ﹤0.01%
585,650
-176,831
2314
$11.3M ﹤0.01%
66,048
+4,723
2315
$11.3M ﹤0.01%
141,781
-6,628
2316
$11.3M ﹤0.01%
280,409
-7,823
2317
$11.3M ﹤0.01%
619,797
+504,803
2318
$11.3M ﹤0.01%
126,048
-6,853
2319
$11.3M ﹤0.01%
685,816
-33,576
2320
$11.3M ﹤0.01%
168,528
+3,408
2321
$11.2M ﹤0.01%
1,759,064
-686,174
2322
$11.2M ﹤0.01%
95,964
-46,364
2323
$11.2M ﹤0.01%
155,296
-12,841
2324
$11.1M ﹤0.01%
208,573
+19,487
2325
$11.1M ﹤0.01%
240,345
-2,305