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
$619B
AUM Growth
+$7.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,842
New
Increased
Reduced
Closed

Top Buys

1 +$5.35B
2 +$2.38B
3 +$758M
4
UPS icon
United Parcel Service
UPS
+$685M
5
BABA icon
Alibaba
BABA
+$566M

Top Sells

1 +$1.41B
2 +$1.17B
3 +$638M
4
QCOM icon
Qualcomm
QCOM
+$599M
5
AMAT icon
Applied Materials
AMAT
+$515M

Sector Composition

1 Technology 10.06%
2 Financials 8.62%
3 Healthcare 7.36%
4 Industrials 6.49%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$6.44M ﹤0.01%
343,240
+61,654
2477
$6.43M ﹤0.01%
95,771
-29,033
2478
$6.42M ﹤0.01%
243,022
-306,193
2479
$6.41M ﹤0.01%
107,543
-16,181
2480
$6.41M ﹤0.01%
520,348
-818,990
2481
$6.41M ﹤0.01%
446,904
+96,724
2482
$6.41M ﹤0.01%
227,991
+7,914
2483
$6.4M ﹤0.01%
465,364
+54,576
2484
$6.39M ﹤0.01%
218,040
+2,533
2485
$6.39M ﹤0.01%
62,268
+13,605
2486
$6.38M ﹤0.01%
461,322
-41,895
2487
$6.38M ﹤0.01%
45,563
-47,934
2488
$6.38M ﹤0.01%
250,175
+97,607
2489
$6.37M ﹤0.01%
630,000
2490
$6.35M ﹤0.01%
739,872
+162,948
2491
$6.35M ﹤0.01%
1,715,723
-595,019
2492
$6.31M ﹤0.01%
256,115
-30,441
2493
$6.29M ﹤0.01%
1,149,373
-4,869
2494
$6.26M ﹤0.01%
212,596
-67,035
2495
$6.26M ﹤0.01%
145,684
-9,085
2496
$6.25M ﹤0.01%
294,276
-397,079
2497
$6.25M ﹤0.01%
201,756
+27,785
2498
$6.25M ﹤0.01%
424,815
+165,165
2499
$6.24M ﹤0.01%
69,442
-20,408
2500
$6.23M ﹤0.01%
117,493
-12,236