Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
301
$378M 0.06%
6,653,396
-576,080
302
$376M 0.06%
5,056,319
-771,345
303
$375M 0.06%
1,478,082
-59,819
304
$375M 0.06%
8,433,280
+635,911
305
$373M 0.06%
12,014,055
+1,877,233
306
$370M 0.06%
4,137,351
+973,805
307
$370M 0.06%
7,416,276
-10,312,660
308
$370M 0.06%
16,020,909
-5,317,410
309
$370M 0.05%
3,568,967
+643,296
310
$367M 0.05%
8,351,281
-580,470
311
$366M 0.05%
3,305,707
-200,908
312
$366M 0.05%
4,032,638
+212,153
313
$358M 0.05%
3,003,335
+434,417
314
$356M 0.05%
11,996,291
+321,496
315
$351M 0.05%
2,211,205
-157,274
316
$349M 0.05%
7,729,721
+494,922
317
$347M 0.05%
14,442,698
+1,096,776
318
$346M 0.05%
3,854,199
-18,536
319
$343M 0.05%
8,439,127
-491,241
320
$343M 0.05%
4,494,004
+1,098,720
321
$342M 0.05%
4,611,126
-175,916
322
$340M 0.05%
7,605,676
-136,059
323
$333M 0.05%
2,916,036
+100,502
324
$330M 0.05%
4,448,004
+48,862
325
$328M 0.05%
5,680,207
+3,218,172