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
2676
$5M ﹤0.01%
169,495
-36,524
2677
$4.99M ﹤0.01%
136,943
+9,559
2678
$4.99M ﹤0.01%
236,291
+28,626
2679
$4.98M ﹤0.01%
144,878
-18,281
2680
$4.96M ﹤0.01%
244,391
+34,868
2681
$4.96M ﹤0.01%
159,207
+9,050
2682
$4.96M ﹤0.01%
191,795
+117,723
2683
$4.95M ﹤0.01%
194,772
-51,565
2684
$4.95M ﹤0.01%
211,729
-1,141,030
2685
$4.94M ﹤0.01%
136,071
+11,175
2686
$4.93M ﹤0.01%
395,777
+40,684
2687
$4.92M ﹤0.01%
300,440
-192,097
2688
$4.91M ﹤0.01%
183,579
+152,305
2689
$4.91M ﹤0.01%
392,824
-29,220
2690
$4.9M ﹤0.01%
32,981
+11,730
2691
$4.9M ﹤0.01%
238,986
-58,903
2692
$4.89M ﹤0.01%
264,343
-105,829
2693
$4.88M ﹤0.01%
128,958
+20,030
2694
$4.88M ﹤0.01%
52,229
-13,540
2695
$4.88M ﹤0.01%
324,108
-30,161
2696
$4.87M ﹤0.01%
283,748
-62,928
2697
$4.87M ﹤0.01%
181,446
-6,575
2698
$4.87M ﹤0.01%
103,122
-33,485
2699
$4.87M ﹤0.01%
354,706
-20,881
2700
$4.87M ﹤0.01%
244,125
+14,136