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
3201
$2.44M ﹤0.01%
53,013
-5,706
3202
$2.44M ﹤0.01%
64,872
+17,414
3203
$2.43M ﹤0.01%
111,964
+5,194
3204
$2.43M ﹤0.01%
29,135
+20,770
3205
$2.43M ﹤0.01%
45,208
-48
3206
$2.42M ﹤0.01%
125,257
-60,067
3207
$2.42M ﹤0.01%
55,742
-7,309
3208
$2.42M ﹤0.01%
40,453
+23,848
3209
$2.42M ﹤0.01%
187,590
-12,957
3210
$2.42M ﹤0.01%
96,130
+7,585
3211
$2.42M ﹤0.01%
188,905
+50,241
3212
$2.41M ﹤0.01%
137,891
-12,947
3213
$2.41M ﹤0.01%
360,343
-90,562
3214
$2.4M ﹤0.01%
124,776
+5,610
3215
$2.4M ﹤0.01%
42,934
+2,849
3216
$2.4M ﹤0.01%
50,000
3217
$2.4M ﹤0.01%
78,820
-4,380
3218
$2.39M ﹤0.01%
93,256
+4,620
3219
$2.38M ﹤0.01%
136,229
-16,168
3220
$2.38M ﹤0.01%
159,116
+2,740
3221
$2.38M ﹤0.01%
150,914
-32,153
3222
$2.38M ﹤0.01%
166,075
-84,566
3223
$2.38M ﹤0.01%
70,799
+3,051
3224
$2.38M ﹤0.01%
1,997,940
-3,067,434
3225
$2.37M ﹤0.01%
174,585
+244