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
2351
$10.8M ﹤0.01%
414,114
-35,612
2352
$10.8M ﹤0.01%
131,424
+8,197
2353
$10.7M ﹤0.01%
243,545
-71,756
2354
$10.7M ﹤0.01%
663,665
-7,835
2355
$10.7M ﹤0.01%
27,191
+25,333
2356
$10.7M ﹤0.01%
254,148
+32,721
2357
$10.7M ﹤0.01%
439,459
-22,548
2358
$10.7M ﹤0.01%
493,862
+72,575
2359
$10.7M ﹤0.01%
341,676
+5,415
2360
$10.7M ﹤0.01%
141,616
-5,659
2361
$10.7M ﹤0.01%
432,658
-1,424,682
2362
$10.6M ﹤0.01%
275,717
+9,560
2363
$10.6M ﹤0.01%
195,950
+16,673
2364
$10.6M ﹤0.01%
181,411
+51,511
2365
$10.6M ﹤0.01%
159,494
+1,380
2366
$10.6M ﹤0.01%
249,962
+3,386
2367
$10.6M ﹤0.01%
193,192
-7,993
2368
$10.6M ﹤0.01%
214,996
-17,067
2369
$10.6M ﹤0.01%
199,866
+16,577
2370
$10.5M ﹤0.01%
197,579
+21,130
2371
$10.5M ﹤0.01%
232,478
+11,747
2372
$10.5M ﹤0.01%
209,819
-12,643
2373
$10.5M ﹤0.01%
320,333
-5,226
2374
$10.5M ﹤0.01%
280,668
+12,186
2375
$10.5M ﹤0.01%
881,551
-200,749