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
3751
$1.01M ﹤0.01%
50,278
-1,166
3752
$1.01M ﹤0.01%
23,693
+5,412
3753
$1.01M ﹤0.01%
41,142
3754
$1.01M ﹤0.01%
181,043
-192,034
3755
$1M ﹤0.01%
48,813
+20,774
3756
$1M ﹤0.01%
72,836
-1,793
3757
$1M ﹤0.01%
58,899
+877
3758
$1M ﹤0.01%
27,953
+8,091
3759
$1M ﹤0.01%
340,884
+43,577
3760
$1M ﹤0.01%
45,090
+9,290
3761
$1M ﹤0.01%
35,582
+33,042
3762
$997K ﹤0.01%
30,455
-424
3763
$988K ﹤0.01%
290,566
-3,826
3764
$986K ﹤0.01%
91,104
+18,695
3765
$985K ﹤0.01%
20,742
+1,749
3766
$983K ﹤0.01%
23,119
+1,927
3767
$982K ﹤0.01%
36,802
+369
3768
$978K ﹤0.01%
36,187
-24,012
3769
$977K ﹤0.01%
67,295
+43,591
3770
$976K ﹤0.01%
23,394
+5,413
3771
$976K ﹤0.01%
93,854
+34,399
3772
$976K ﹤0.01%
30,390
-29,223
3773
$976K ﹤0.01%
62,290
+7,884
3774
$972K ﹤0.01%
36,390
-16,576
3775
$962K ﹤0.01%
89,460
+4,394