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
2551
$5.8M ﹤0.01%
42,726
+12,209
2552
$5.8M ﹤0.01%
89,478
+5,400
2553
$5.79M ﹤0.01%
207,286
-19,810
2554
$5.79M ﹤0.01%
126,071
+16,954
2555
$5.78M ﹤0.01%
170,796
-28,287
2556
$5.78M ﹤0.01%
185,023
-11,203
2557
$5.78M ﹤0.01%
369,659
+179,731
2558
$5.77M ﹤0.01%
108,531
-43,381
2559
$5.77M ﹤0.01%
256,397
+29,591
2560
$5.76M ﹤0.01%
48,016
-571
2561
$5.73M ﹤0.01%
153,463
+8,339
2562
$5.73M ﹤0.01%
1,338,801
+315,553
2563
$5.72M ﹤0.01%
219,173
-652
2564
$5.71M ﹤0.01%
66,472
-36,145
2565
$5.71M ﹤0.01%
388,066
+11,375
2566
$5.71M ﹤0.01%
341,169
-23,851
2567
$5.71M ﹤0.01%
795,889
+471,045
2568
$5.71M ﹤0.01%
438,909
-163,883
2569
$5.7M ﹤0.01%
1,274,697
-162,137
2570
$5.7M ﹤0.01%
156,950
-480,242
2571
$5.69M ﹤0.01%
91,459
-37,988
2572
$5.68M ﹤0.01%
185,459
+18,863
2573
$5.68M ﹤0.01%
459,129
-73,344
2574
$5.68M ﹤0.01%
202,008
-153,399
2575
$5.67M ﹤0.01%
247,772
+17,098