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
3326
$2.06M ﹤0.01%
229,618
-85,886
3327
$2.06M ﹤0.01%
56,896
+40,713
3328
$2.06M ﹤0.01%
74,911
+4,601
3329
$2.06M ﹤0.01%
195,366
+10,654
3330
$2.06M ﹤0.01%
46,496
+1,799
3331
$2.06M ﹤0.01%
127,640
-76,729
3332
$2.05M ﹤0.01%
74,268
-41,058
3333
$2.05M ﹤0.01%
41,546
-37,574
3334
$2.05M ﹤0.01%
44,099
+7,373
3335
$2.05M ﹤0.01%
106,465
-41,932
3336
$2.04M ﹤0.01%
67,689
-28,498
3337
$2.04M ﹤0.01%
52,446
-2,300
3338
$2.03M ﹤0.01%
80,200
-16,000
3339
$2.03M ﹤0.01%
148,147
-41,077
3340
$2.02M ﹤0.01%
83,221
-6,167
3341
$2.02M ﹤0.01%
64,491
+14,225
3342
$2.01M ﹤0.01%
132,843
+6,349
3343
$2.01M ﹤0.01%
81,654
-73,605
3344
$2.01M ﹤0.01%
138,425
-74,052
3345
$2M ﹤0.01%
+40,000
3346
$2M ﹤0.01%
28,583
-196
3347
$2M ﹤0.01%
35,537
-15,453
3348
$2M ﹤0.01%
16,159
+3,110
3349
$2M ﹤0.01%
131,446
+16,480
3350
$2M ﹤0.01%
120,963
+38,889