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
2901
$3.71M ﹤0.01%
139,695
+32,475
2902
$3.71M ﹤0.01%
154,001
-1,587
2903
$3.71M ﹤0.01%
72,366
+17,215
2904
$3.71M ﹤0.01%
136,457
+7,244
2905
$3.7M ﹤0.01%
118,262
+1,115
2906
$3.69M ﹤0.01%
146,071
-77,938
2907
$3.69M ﹤0.01%
701,276
-215,589
2908
$3.68M ﹤0.01%
51,643
+11,187
2909
$3.67M ﹤0.01%
172,649
+20,368
2910
$3.66M ﹤0.01%
241,677
-61,003
2911
$3.66M ﹤0.01%
+700,328
2912
$3.66M ﹤0.01%
252,135
+19,052
2913
$3.65M ﹤0.01%
297,084
-10,937
2914
$3.64M ﹤0.01%
166,210
-2,182
2915
$3.63M ﹤0.01%
153,433
+103,708
2916
$3.63M ﹤0.01%
67,953
+3,155
2917
$3.63M ﹤0.01%
165,117
+53,089
2918
$3.62M ﹤0.01%
89,296
+2,372
2919
$3.62M ﹤0.01%
79,236
+4,012
2920
$3.62M ﹤0.01%
176,338
-14,666
2921
$3.62M ﹤0.01%
360,000
2922
$3.62M ﹤0.01%
1,334,684
+389,256
2923
$3.61M ﹤0.01%
601,730
+148,545
2924
$3.6M ﹤0.01%
162,141
-685
2925
$3.59M ﹤0.01%
149,191
-52,079