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
2451
$9.64M ﹤0.01%
282,097
-295,206
2452
$9.64M ﹤0.01%
329,737
+5,677
2453
$9.64M ﹤0.01%
+563,532
2454
$9.64M ﹤0.01%
412,701
+93,705
2455
$9.63M ﹤0.01%
152,690
-934
2456
$9.63M ﹤0.01%
799,848
+737,349
2457
$9.63M ﹤0.01%
185,406
-56,262
2458
$9.63M ﹤0.01%
418,286
-175,385
2459
$9.61M ﹤0.01%
313,284
-583,139
2460
$9.61M ﹤0.01%
243,173
+171,814
2461
$9.56M ﹤0.01%
246,835
+2,178
2462
$9.5M ﹤0.01%
135,801
-45,142
2463
$9.5M ﹤0.01%
351,378
+83,534
2464
$9.48M ﹤0.01%
244,287
+3,070
2465
$9.47M ﹤0.01%
459,075
+126,930
2466
$9.46M ﹤0.01%
449,189
+19,991
2467
$9.45M ﹤0.01%
544,633
-175,472
2468
$9.44M ﹤0.01%
210,287
+13,974
2469
$9.4M ﹤0.01%
221,156
-88,361
2470
$9.35M ﹤0.01%
77,762
-21,475
2471
$9.34M ﹤0.01%
120,528
-7,700
2472
$9.33M ﹤0.01%
262,788
+135,673
2473
$9.32M ﹤0.01%
49,568
-11,332
2474
$9.29M ﹤0.01%
336,296
+79,140
2475
$9.29M ﹤0.01%
273,847
-81,354