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
2501
$6.23M ﹤0.01%
736,536
+33,339
2502
$6.23M ﹤0.01%
267,558
+128,405
2503
$6.22M ﹤0.01%
315,958
-586,822
2504
$6.2M ﹤0.01%
272,337
-27,312
2505
$6.19M ﹤0.01%
83,519
+932
2506
$6.19M ﹤0.01%
190,880
+38,983
2507
$6.18M ﹤0.01%
185,652
-9,855
2508
$6.18M ﹤0.01%
589,231
+15,103
2509
$6.16M ﹤0.01%
579,865
+106,386
2510
$6.16M ﹤0.01%
160,997
+1,840
2511
$6.16M ﹤0.01%
203,218
+44,944
2512
$6.15M ﹤0.01%
218,930
+835
2513
$6.14M ﹤0.01%
243,392
+11,206
2514
$6.14M ﹤0.01%
225,141
+117,016
2515
$6.13M ﹤0.01%
335,288
-79,090
2516
$6.12M ﹤0.01%
206,318
+1,899
2517
$6.12M ﹤0.01%
161,784
-2,883
2518
$6.12M ﹤0.01%
327,350
-25,165
2519
$6.1M ﹤0.01%
203,461
+27,163
2520
$6.08M ﹤0.01%
178,972
+17,999
2521
$6.07M ﹤0.01%
338,774
+154,964
2522
$6.05M ﹤0.01%
177,554
+3,918
2523
$6.05M ﹤0.01%
446,218
+92,843
2524
$6.04M ﹤0.01%
299,743
-3,795
2525
$6.03M ﹤0.01%
353,132
-1,268