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
2376
$10.5M ﹤0.01%
356,700
-25,659
2377
$10.5M ﹤0.01%
104,666
+4,832
2378
$10.5M ﹤0.01%
166,906
+45,521
2379
$10.5M ﹤0.01%
1,757,240
+468,502
2380
$10.5M ﹤0.01%
367,899
+151,238
2381
$10.5M ﹤0.01%
353,902
+41,646
2382
$10.5M ﹤0.01%
428,227
-9,698
2383
$10.4M ﹤0.01%
368,859
+33,801
2384
$10.4M ﹤0.01%
198,047
-7,253
2385
$10.4M ﹤0.01%
260,841
-75,148
2386
$10.4M ﹤0.01%
493,484
-74,847
2387
$10.4M ﹤0.01%
417,855
-29,544
2388
$10.4M ﹤0.01%
635,686
+132,457
2389
$10.4M ﹤0.01%
206,751
-50,231
2390
$10.4M ﹤0.01%
133,114
+66,976
2391
$10.4M ﹤0.01%
1,583,911
+291,836
2392
$10.4M ﹤0.01%
281,984
-213,694
2393
$10.4M ﹤0.01%
+400,000
2394
$10.4M ﹤0.01%
649,996
+114,545
2395
$10.3M ﹤0.01%
138,835
-71,152
2396
$10.3M ﹤0.01%
570,505
+356,918
2397
$10.3M ﹤0.01%
202,362
+10,760
2398
$10.3M ﹤0.01%
112,711
-3,673
2399
$10.3M ﹤0.01%
218,198
+3,992
2400
$10.3M ﹤0.01%
267,246
-63,012