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
3626
$1.25M ﹤0.01%
44,010
-15,611
3627
$1.25M ﹤0.01%
48,705
-33,385
3628
$1.25M ﹤0.01%
28,106
+9,215
3629
$1.25M ﹤0.01%
46,129
+12,510
3630
$1.25M ﹤0.01%
244,384
+136
3631
$1.25M ﹤0.01%
175,159
-7,638
3632
$1.25M ﹤0.01%
7,794
+955
3633
$1.25M ﹤0.01%
50,906
-462,117
3634
$1.25M ﹤0.01%
17,084
+8,462
3635
$1.25M ﹤0.01%
31,223
+2,224
3636
$1.24M ﹤0.01%
63,707
-23,642
3637
$1.24M ﹤0.01%
345,396
+15,112
3638
$1.24M ﹤0.01%
66,959
+15,596
3639
$1.24M ﹤0.01%
33,025
-2,274
3640
$1.24M ﹤0.01%
143,994
+58,877
3641
$1.23M ﹤0.01%
30,827
-34,376
3642
$1.23M ﹤0.01%
60,150
+12,591
3643
$1.22M ﹤0.01%
79,584
-523
3644
$1.22M ﹤0.01%
16,394
-22,394
3645
$1.22M ﹤0.01%
51,973
+3,166
3646
$1.22M ﹤0.01%
85,965
+21,715
3647
$1.21M ﹤0.01%
80,308
-1,830
3648
$1.21M ﹤0.01%
59,705
-44,392
3649
$1.21M ﹤0.01%
23,302
-130
3650
$1.2M ﹤0.01%
274,456
+96,199