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
3701
$1.12M ﹤0.01%
29,181
-13,374
3702
$1.11M ﹤0.01%
87,347
-1,028
3703
$1.11M ﹤0.01%
217,631
-10,117
3704
$1.11M ﹤0.01%
51,868
-3,828
3705
$1.11M ﹤0.01%
44,579
+798
3706
$1.11M ﹤0.01%
41,779
+9,867
3707
$1.1M ﹤0.01%
98,558
-4,658
3708
$1.1M ﹤0.01%
98,261
+18,850
3709
$1.1M ﹤0.01%
52,050
-9,609
3710
$1.1M ﹤0.01%
39,131
-46,051
3711
$1.1M ﹤0.01%
61,611
+675
3712
$1.1M ﹤0.01%
53,559
-16,819
3713
$1.1M ﹤0.01%
17,254
-3,285
3714
$1.09M ﹤0.01%
25,258
-1,063
3715
$1.09M ﹤0.01%
60,666
-1,812
3716
$1.08M ﹤0.01%
3,490
-1,912
3717
$1.08M ﹤0.01%
130,623
+39,734
3718
$1.08M ﹤0.01%
38,357
-19
3719
$1.07M ﹤0.01%
28,798
+7,110
3720
$1.07M ﹤0.01%
21,640
+1,248
3721
$1.06M ﹤0.01%
93,872
+23,721
3722
$1.06M ﹤0.01%
33,159
+417
3723
$1.06M ﹤0.01%
73,186
-1,771
3724
$1.06M ﹤0.01%
13,421
+1,389
3725
$1.05M ﹤0.01%
74,134
+7,155