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
2401
$10.3M ﹤0.01%
200,955
-4,500
2402
$10.3M ﹤0.01%
585,384
-112,434
2403
$10.3M ﹤0.01%
1,884,239
+1,790,918
2404
$10.3M ﹤0.01%
105,771
+14,572
2405
$10.3M ﹤0.01%
48,468
-37,418
2406
$10.3M ﹤0.01%
2,228,978
+2,181,043
2407
$10.3M ﹤0.01%
993,966
+12,667
2408
$10.3M ﹤0.01%
520,191
+237,798
2409
$10.2M ﹤0.01%
202,346
-76,371
2410
$10.2M ﹤0.01%
436,923
-28,827
2411
$10.2M ﹤0.01%
401,709
+71,612
2412
$10.2M ﹤0.01%
496,188
+31,037
2413
$10.2M ﹤0.01%
319,978
+10,283
2414
$10.2M ﹤0.01%
37,588
+3,754
2415
$10.2M ﹤0.01%
42,605
-9,679
2416
$10.2M ﹤0.01%
123,815
+37,012
2417
$10.2M ﹤0.01%
203,367
-7,531
2418
$10.1M ﹤0.01%
187,014
+48,154
2419
$10.1M ﹤0.01%
157,458
-3,846
2420
$10.1M ﹤0.01%
175,129
-26,533
2421
$10.1M ﹤0.01%
431,367
+109,992
2422
$10.1M ﹤0.01%
178,589
-130,523
2423
$10.1M ﹤0.01%
100,575
+7,877
2424
$10.1M ﹤0.01%
330,968
-778,778
2425
$10.1M ﹤0.01%
187,728
-278,740