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
2626
$5.3M ﹤0.01%
593,630
-5,746
2627
$5.3M ﹤0.01%
85,890
+11,692
2628
$5.29M ﹤0.01%
471,073
+23,196
2629
$5.29M ﹤0.01%
169,719
+34,157
2630
$5.29M ﹤0.01%
648,372
+187,326
2631
$5.26M ﹤0.01%
164,186
+54,283
2632
$5.26M ﹤0.01%
101,900
+1,894
2633
$5.26M ﹤0.01%
207,977
+1,138
2634
$5.24M ﹤0.01%
314,986
-1,339,012
2635
$5.23M ﹤0.01%
186,131
+70,327
2636
$5.23M ﹤0.01%
173,751
-10,817
2637
$5.22M ﹤0.01%
40,000
-10,000
2638
$5.21M ﹤0.01%
73,197
-7,283
2639
$5.2M ﹤0.01%
1,081,211
-2,399,417
2640
$5.2M ﹤0.01%
148,498
+31,467
2641
$5.2M ﹤0.01%
364,543
-14,342
2642
$5.19M ﹤0.01%
4,550
-13,514
2643
$5.19M ﹤0.01%
273,982
-152,981
2644
$5.18M ﹤0.01%
245,216
+41,336
2645
$5.18M ﹤0.01%
315,418
+119,666
2646
$5.18M ﹤0.01%
204,802
+123,219
2647
$5.17M ﹤0.01%
74,862
-22,881
2648
$5.17M ﹤0.01%
126,895
-2,076
2649
$5.17M ﹤0.01%
448,492
+2,422
2650
$5.17M ﹤0.01%
71,703
-964