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
3301
$2.13M ﹤0.01%
88,112
-16,586
3302
$2.13M ﹤0.01%
197,156
-4,271
3303
$2.13M ﹤0.01%
8,618
+140
3304
$2.13M ﹤0.01%
76,516
-12,780
3305
$2.12M ﹤0.01%
56,781
+47,750
3306
$2.12M ﹤0.01%
122,801
-105,714
3307
$2.12M ﹤0.01%
228,795
+120,539
3308
$2.11M ﹤0.01%
196,675
-11,960
3309
$2.11M ﹤0.01%
84,676
+4,287
3310
$2.11M ﹤0.01%
84,931
+7,100
3311
$2.11M ﹤0.01%
55,194
+383
3312
$2.1M ﹤0.01%
186,024
-4,611
3313
$2.1M ﹤0.01%
224,424
+40,045
3314
$2.1M ﹤0.01%
159,686
+17,775
3315
$2.1M ﹤0.01%
29,587
+842
3316
$2.1M ﹤0.01%
335,847
+56,505
3317
$2.09M ﹤0.01%
43,688
-16,271
3318
$2.09M ﹤0.01%
326,951
+11,026
3319
$2.08M ﹤0.01%
53,401
-94,170
3320
$2.08M ﹤0.01%
65,225
+16,420
3321
$2.08M ﹤0.01%
166,345
-110,229
3322
$2.08M ﹤0.01%
38,054
-1,271
3323
$2.08M ﹤0.01%
83,317
+83,175
3324
$2.06M ﹤0.01%
52,484
+42,597
3325
$2.06M ﹤0.01%
98,432
+21,054