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
451
$194M 0.03%
6,737,838
-255,155
452
$194M 0.03%
3,991,786
+107,601
453
$193M 0.03%
1,149,331
-66,620
454
$193M 0.03%
2,946,977
+2,925,870
455
$192M 0.03%
3,843,546
+346,478
456
$191M 0.03%
2,140,823
+1,315,168
457
$189M 0.03%
4,187,719
+72,994
458
$189M 0.03%
3,046,061
-287,058
459
$188M 0.03%
1,662,293
+396,618
460
$188M 0.03%
5,944,077
-1,562,349
461
$187M 0.03%
5,945,491
+3,428,251
462
$186M 0.03%
1,291,189
-91,400
463
$186M 0.03%
3,140,890
-451,700
464
$186M 0.03%
6,721,023
-185,821
465
$186M 0.03%
6,049,047
+2,830,362
466
$185M 0.03%
4,489,179
-218,792
467
$185M 0.03%
3,531,697
+149,257
468
$185M 0.03%
2,454,753
-200,444
469
$184M 0.03%
4,470,287
+278,600
470
$183M 0.03%
2,233,591
+217,265
471
$183M 0.03%
1,821,719
+424,009
472
$183M 0.03%
6,546,412
+369,277
473
$182M 0.03%
3,441,550
+70,901
474
$182M 0.03%
1,049,243
+6,249
475
$182M 0.03%
2,374,509
-282,869