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
3176
$2.54M ﹤0.01%
50,000
3177
$2.54M ﹤0.01%
75,581
+10,849
3178
$2.54M ﹤0.01%
60,734
-159
3179
$2.53M ﹤0.01%
91,566
+26,039
3180
$2.52M ﹤0.01%
137,539
-54,349
3181
$2.52M ﹤0.01%
26,458
-18,470
3182
$2.52M ﹤0.01%
243,788
+24,640
3183
$2.52M ﹤0.01%
252,329
-2,408
3184
$2.51M ﹤0.01%
+167,531
3185
$2.51M ﹤0.01%
45,325
+4,658
3186
$2.51M ﹤0.01%
127,823
-13,436
3187
$2.5M ﹤0.01%
96,067
-66,465
3188
$2.5M ﹤0.01%
320,495
+5,122
3189
$2.5M ﹤0.01%
78,035
-296,514
3190
$2.5M ﹤0.01%
59,401
+1,815
3191
$2.49M ﹤0.01%
51,719
+42,565
3192
$2.49M ﹤0.01%
+50,000
3193
$2.48M ﹤0.01%
12,984
+45
3194
$2.48M ﹤0.01%
190,422
+15,410
3195
$2.46M ﹤0.01%
44,994
+1,905
3196
$2.46M ﹤0.01%
51,890
-18,861
3197
$2.46M ﹤0.01%
28,033
-1,423
3198
$2.45M ﹤0.01%
14,863
+6,119
3199
$2.44M ﹤0.01%
99,672
-22,991
3200
$2.44M ﹤0.01%
94,805
+660