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
3151
$2.62M ﹤0.01%
61,944
+6,506
3152
$2.62M ﹤0.01%
159,708
+61,518
3153
$2.61M ﹤0.01%
315,009
-34,091
3154
$2.61M ﹤0.01%
180,378
+75,174
3155
$2.61M ﹤0.01%
85,220
-376
3156
$2.61M ﹤0.01%
258,000
3157
$2.6M ﹤0.01%
176,216
+83,210
3158
$2.6M ﹤0.01%
81,213
+15,617
3159
$2.6M ﹤0.01%
161,360
-16,973
3160
$2.59M ﹤0.01%
23,455
+3,533
3161
$2.58M ﹤0.01%
305,674
-558,032
3162
$2.58M ﹤0.01%
83,815
-890
3163
$2.58M ﹤0.01%
57,743
-12,530
3164
$2.57M ﹤0.01%
370,380
+138,185
3165
$2.57M ﹤0.01%
70,233
+21,263
3166
$2.57M ﹤0.01%
255,673
+27,226
3167
$2.57M ﹤0.01%
196,507
+16,043
3168
$2.56M ﹤0.01%
165,609
-16,202
3169
$2.56M ﹤0.01%
50,284
3170
$2.56M ﹤0.01%
122,541
-9,168
3171
$2.56M ﹤0.01%
28,997
-9,115
3172
$2.54M ﹤0.01%
189,530
+13,406
3173
$2.54M ﹤0.01%
79,458
+12,406
3174
$2.54M ﹤0.01%
249,000
3175
$2.54M ﹤0.01%
50,000