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
3001
$3.2M ﹤0.01%
90,496
-2,387
3002
$3.2M ﹤0.01%
143,671
+16,760
3003
$3.2M ﹤0.01%
129,978
-39,684
3004
$3.2M ﹤0.01%
157,445
-121,088
3005
$3.19M ﹤0.01%
432,226
+176,413
3006
$3.18M ﹤0.01%
77,576
+60,893
3007
$3.18M ﹤0.01%
184,132
-20,314
3008
$3.18M ﹤0.01%
220,746
-39,377
3009
$3.18M ﹤0.01%
45,588
-1,340
3010
$3.17M ﹤0.01%
230,318
+9,202
3011
$3.16M ﹤0.01%
184,834
-6,451
3012
$3.16M ﹤0.01%
404,044
-136,178
3013
$3.15M ﹤0.01%
180,588
+81,293
3014
$3.14M ﹤0.01%
249,161
+18,255
3015
$3.13M ﹤0.01%
555,471
+81,393
3016
$3.13M ﹤0.01%
30,209
+9,431
3017
$3.12M ﹤0.01%
180,373
+78,965
3018
$3.12M ﹤0.01%
47,574
-7,932
3019
$3.12M ﹤0.01%
51,893
-597
3020
$3.11M ﹤0.01%
206,888
+74,997
3021
$3.11M ﹤0.01%
181,544
-2,973
3022
$3.11M ﹤0.01%
204,506
-18,788
3023
$3.1M ﹤0.01%
109,860
+14,398
3024
$3.1M ﹤0.01%
56,713
-1,996
3025
$3.1M ﹤0.01%
2,243,744
+1,438,636