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
2426
$10M ﹤0.01%
+380,000
2427
$10M ﹤0.01%
114,135
-2,941
2428
$10M ﹤0.01%
204,835
+138
2429
$10M ﹤0.01%
212,227
-69,619
2430
$10M ﹤0.01%
103,071
-31,167
2431
$9.97M ﹤0.01%
170,982
+22,051
2432
$9.96M ﹤0.01%
101,912
+11,576
2433
$9.94M ﹤0.01%
626,954
+126,042
2434
$9.92M ﹤0.01%
512,325
-260,031
2435
$9.91M ﹤0.01%
294,777
+151,006
2436
$9.91M ﹤0.01%
312,738
+23,562
2437
$9.91M ﹤0.01%
211,446
+208,946
2438
$9.89M ﹤0.01%
367,302
+103,078
2439
$9.84M ﹤0.01%
101,283
-34,396
2440
$9.81M ﹤0.01%
179,790
+50,496
2441
$9.8M ﹤0.01%
105,348
+4,905
2442
$9.8M ﹤0.01%
469,155
-62,407
2443
$9.79M ﹤0.01%
257,738
-39,472
2444
$9.78M ﹤0.01%
279,796
-3,740
2445
$9.78M ﹤0.01%
400,827
-647
2446
$9.73M ﹤0.01%
126,410
+44,895
2447
$9.73M ﹤0.01%
320,900
-15,966
2448
$9.73M ﹤0.01%
132,724
-9,655
2449
$9.71M ﹤0.01%
132,513
+9,029
2450
$9.67M ﹤0.01%
72,449
-43,966