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
4751
$205K ﹤0.01%
7,775
+3,825
4752
$205K ﹤0.01%
8,108
-1,698
4753
$201K ﹤0.01%
16,397
+3,184
4754
$201K ﹤0.01%
42,617
+20,291
4755
$200K ﹤0.01%
10,965
-168
4756
$200K ﹤0.01%
1,728
+126
4757
$200K ﹤0.01%
74,027
+9,387
4758
$200K ﹤0.01%
21,459
+1,130
4759
$200K ﹤0.01%
11,663
+2,424
4760
$199K ﹤0.01%
15,787
-1,922
4761
$199K ﹤0.01%
3,308
+1,711
4762
$198K ﹤0.01%
21,511
-769
4763
$198K ﹤0.01%
7,871
+536
4764
$197K ﹤0.01%
10,555
-13,228
4765
$197K ﹤0.01%
4,516
4766
$197K ﹤0.01%
24,076
-1,720
4767
$197K ﹤0.01%
8,309
+2,056
4768
$196K ﹤0.01%
27,130
-966
4769
$196K ﹤0.01%
6,260
-991
4770
$195K ﹤0.01%
93,591
-5,964
4771
$195K ﹤0.01%
31,662
+6,133
4772
$194K ﹤0.01%
12,051
+1,990
4773
$194K ﹤0.01%
19,376
+18,106
4774
$194K ﹤0.01%
10,519
-105,639
4775
$193K ﹤0.01%
18,214
+6,005