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
3351
$2M ﹤0.01%
156,116
+32,536
3352
$2M ﹤0.01%
142,842
+26,584
3353
$1.99M ﹤0.01%
6,667
3354
$1.99M ﹤0.01%
88,637
+8,468
3355
$1.99M ﹤0.01%
45,857
-98,102
3356
$1.99M ﹤0.01%
646,703
+107,919
3357
$1.99M ﹤0.01%
29,077
+3,147
3358
$1.99M ﹤0.01%
379,999
+40,310
3359
$1.98M ﹤0.01%
150,869
-108,079
3360
$1.98M ﹤0.01%
24,361
+3,534
3361
$1.97M ﹤0.01%
41,124
-17,197
3362
$1.97M ﹤0.01%
200,000
3363
$1.97M ﹤0.01%
86,978
-61,649
3364
$1.97M ﹤0.01%
200,000
3365
$1.95M ﹤0.01%
74,138
+4,046
3366
$1.95M ﹤0.01%
125,609
-12,809
3367
$1.95M ﹤0.01%
103,240
-17,454
3368
$1.95M ﹤0.01%
210,562
-119,368
3369
$1.94M ﹤0.01%
137,535
+57,004
3370
$1.94M ﹤0.01%
91,013
-14,721
3371
$1.94M ﹤0.01%
67,722
-2,792
3372
$1.93M ﹤0.01%
241,972
-43,804
3373
$1.93M ﹤0.01%
144,523
+18,718
3374
$1.92M ﹤0.01%
187,643
+103,580
3375
$1.92M ﹤0.01%
147,981
+13,969