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
4576
$273K ﹤0.01%
27,024
-1,839
4577
$273K ﹤0.01%
14,008
+4,490
4578
$272K ﹤0.01%
16,434
+2,148
4579
$272K ﹤0.01%
20,180
+1,811
4580
$271K ﹤0.01%
79,342
-15,178
4581
$271K ﹤0.01%
20,474
-4,231
4582
$270K ﹤0.01%
88,090
+13,000
4583
$270K ﹤0.01%
18,182
+4,483
4584
$270K ﹤0.01%
9,055
+3,631
4585
$270K ﹤0.01%
42,959
+19,982
4586
$270K ﹤0.01%
80,003
-4,637
4587
$269K ﹤0.01%
9,390
-981
4588
$269K ﹤0.01%
74,666
+117
4589
$268K ﹤0.01%
20,601
+326
4590
$268K ﹤0.01%
4,418
-4,511
4591
$268K ﹤0.01%
41,319
+15,648
4592
$266K ﹤0.01%
6,933
-104
4593
$266K ﹤0.01%
2,257
-190
4594
$266K ﹤0.01%
22,916
+1,433
4595
$265K ﹤0.01%
13,336
+3,450
4596
$265K ﹤0.01%
28,879
+14,464
4597
$265K ﹤0.01%
11,714
+235
4598
$265K ﹤0.01%
20,482
+2,859
4599
$264K ﹤0.01%
4,253
-4,242
4600
$264K ﹤0.01%
33,687
-207,531