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
2801
$4.25M ﹤0.01%
267,880
-21,601
2802
$4.25M ﹤0.01%
97,450
-16,345
2803
$4.24M ﹤0.01%
200,934
+8,488
2804
$4.22M ﹤0.01%
126,806
+61,756
2805
$4.22M ﹤0.01%
272,620
-12,832
2806
$4.22M ﹤0.01%
79,196
+7,921
2807
$4.21M ﹤0.01%
462,767
+289,735
2808
$4.21M ﹤0.01%
58,127
-84,717
2809
$4.21M ﹤0.01%
14,917
-6,530
2810
$4.2M ﹤0.01%
68,147
+11,069
2811
$4.2M ﹤0.01%
135,350
-6,894
2812
$4.18M ﹤0.01%
71,833
-55,022
2813
$4.18M ﹤0.01%
119,261
+10,326
2814
$4.18M ﹤0.01%
436,812
+1,216
2815
$4.16M ﹤0.01%
265,827
+76,084
2816
$4.16M ﹤0.01%
309,304
+61,104
2817
$4.16M ﹤0.01%
303,996
+9,361
2818
$4.14M ﹤0.01%
186,984
-1,294
2819
$4.12M ﹤0.01%
237,497
+163,189
2820
$4.12M ﹤0.01%
285,967
-2,236
2821
$4.11M ﹤0.01%
92,280
-6,987
2822
$4.11M ﹤0.01%
129,210
-4,232
2823
$4.08M ﹤0.01%
211,799
-87,130
2824
$4.07M ﹤0.01%
192,314
-6,305
2825
$4.07M ﹤0.01%
224,842
+9,326