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
4151
$562K ﹤0.01%
89,511
+3,390
4152
$561K ﹤0.01%
82,796
+7,784
4153
$561K ﹤0.01%
52,449
+23,543
4154
$560K ﹤0.01%
20,026
+1,662
4155
$559K ﹤0.01%
35,626
-94,826
4156
$558K ﹤0.01%
22,457
+7,749
4157
$558K ﹤0.01%
41,953
-38
4158
$558K ﹤0.01%
9,366
+647
4159
$558K ﹤0.01%
18,026
+17,801
4160
$557K ﹤0.01%
51,148
-68,005
4161
$557K ﹤0.01%
115,482
+60,331
4162
$557K ﹤0.01%
25,608
+7,892
4163
$557K ﹤0.01%
320,068
-21,054
4164
$556K ﹤0.01%
18,712
+1,038
4165
$554K ﹤0.01%
39,961
+857
4166
$554K ﹤0.01%
10,495
+412
4167
$554K ﹤0.01%
9,191
-3,698
4168
$553K ﹤0.01%
64,900
+21,513
4169
$552K ﹤0.01%
2,087
+114
4170
$552K ﹤0.01%
21,849
-3,408
4171
$551K ﹤0.01%
42,396
-199
4172
$551K ﹤0.01%
15,879
+2,940
4173
$550K ﹤0.01%
263,600
-1,391,117
4174
$550K ﹤0.01%
24,596
+24,321
4175
$549K ﹤0.01%
30,868
+4,656