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
3026
$3.09M ﹤0.01%
309,417
+118,499
3027
$3.09M ﹤0.01%
1,601,239
+518,261
3028
$3.08M ﹤0.01%
186,692
+37,234
3029
$3.08M ﹤0.01%
250,796
+8,978
3030
$3.08M ﹤0.01%
193,748
+15,949
3031
$3.08M ﹤0.01%
310,911
-587
3032
$3.06M ﹤0.01%
50,000
3033
$3.06M ﹤0.01%
310,043
+16,412
3034
$3.06M ﹤0.01%
185,675
+175,443
3035
$3.04M ﹤0.01%
56,114
+1,855
3036
$3.04M ﹤0.01%
279,640
+118,572
3037
$3.04M ﹤0.01%
64,084
-2,770
3038
$3.03M ﹤0.01%
189,278
-34,618
3039
$3.03M ﹤0.01%
96,223
-8,356
3040
$3.02M ﹤0.01%
36,118
+14,783
3041
$3.02M ﹤0.01%
60,937
+26,406
3042
$3.02M ﹤0.01%
32,444
-18,400
3043
$3.01M ﹤0.01%
632,906
-213,105
3044
$3.01M ﹤0.01%
256,351
+64,948
3045
$3.01M ﹤0.01%
+60,000
3046
$3.01M ﹤0.01%
80,793
-4,801
3047
$3M ﹤0.01%
209,054
+142,242
3048
$3M ﹤0.01%
226,009
-243,589
3049
$3M ﹤0.01%
75,185
-18,008
3050
$2.98M ﹤0.01%
115,598
-43,873