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
3051
$2.98M ﹤0.01%
547,879
-649
3052
$2.98M ﹤0.01%
50,000
3053
$2.97M ﹤0.01%
170,659
+3,472
3054
$2.97M ﹤0.01%
95,471
-1,391
3055
$2.97M ﹤0.01%
91,985
+10,892
3056
$2.97M ﹤0.01%
50,000
3057
$2.96M ﹤0.01%
+60,000
3058
$2.96M ﹤0.01%
50,000
3059
$2.95M ﹤0.01%
48,953
-4,275
3060
$2.95M ﹤0.01%
240,460
+240,260
3061
$2.95M ﹤0.01%
289,000
3062
$2.95M ﹤0.01%
410,802
-53,000
3063
$2.94M ﹤0.01%
251,792
-24,349
3064
$2.94M ﹤0.01%
51,430
+7,136
3065
$2.94M ﹤0.01%
75,698
+16,715
3066
$2.93M ﹤0.01%
196,439
+10,956
3067
$2.93M ﹤0.01%
82,203
-4,697
3068
$2.93M ﹤0.01%
81,362
+19,876
3069
$2.93M ﹤0.01%
39,588
+10,363
3070
$2.93M ﹤0.01%
150,172
+72,518
3071
$2.93M ﹤0.01%
156,851
+260
3072
$2.93M ﹤0.01%
159,551
+12,770
3073
$2.92M ﹤0.01%
309,346
-15,915
3074
$2.92M ﹤0.01%
53,256
-8,340
3075
$2.92M ﹤0.01%
131,668
+116,823