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
3101
$2.84M ﹤0.01%
216,159
+49,440
3102
$2.83M ﹤0.01%
51,596
-8,654
3103
$2.83M ﹤0.01%
71,656
+1,664
3104
$2.83M ﹤0.01%
82,636
+13,188
3105
$2.83M ﹤0.01%
184,571
-32,250
3106
$2.82M ﹤0.01%
188,279
-21,377
3107
$2.82M ﹤0.01%
171,920
+647
3108
$2.81M ﹤0.01%
208,497
-9,137
3109
$2.79M ﹤0.01%
47,899
-2,784
3110
$2.79M ﹤0.01%
110,071
+6,687
3111
$2.79M ﹤0.01%
265,263
-144,199
3112
$2.79M ﹤0.01%
49,204
-90,193
3113
$2.78M ﹤0.01%
126,570
+20,876
3114
$2.77M ﹤0.01%
320,959
+81,466
3115
$2.77M ﹤0.01%
27,569
+1,565
3116
$2.77M ﹤0.01%
149,276
+43,677
3117
$2.77M ﹤0.01%
50,000
3118
$2.76M ﹤0.01%
43,494
+4,152
3119
$2.75M ﹤0.01%
50,279
3120
$2.75M ﹤0.01%
94,985
+24,753
3121
$2.75M ﹤0.01%
236,895
-25,442
3122
$2.75M ﹤0.01%
211,605
-8,307
3123
$2.74M ﹤0.01%
241,263
+43,097
3124
$2.74M ﹤0.01%
196,997
+188,293
3125
$2.74M ﹤0.01%
214,343
-142,595