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
476
$181M 0.03%
9,427,089
+684,805
477
$181M 0.03%
1,554,465
+35,387
478
$180M 0.03%
2,559,480
-1,426,671
479
$179M 0.03%
3,011,102
-3,025,984
480
$178M 0.03%
10,577,350
-368,350
481
$178M 0.03%
2,670,103
+5,063
482
$178M 0.03%
2,161,592
+233,332
483
$178M 0.03%
2,775,637
-155,901
484
$175M 0.03%
2,900,021
+140,232
485
$174M 0.03%
8,933,898
-6,282,992
486
$174M 0.03%
3,212,845
-485,036
487
$173M 0.03%
2,991,300
+470,125
488
$173M 0.03%
2,289,938
-199,249
489
$173M 0.03%
3,556,822
+285,545
490
$172M 0.03%
1,447,513
-309,382
491
$170M 0.03%
1,656,236
+208,449
492
$170M 0.03%
2,107,958
-123,536
493
$169M 0.03%
1,114,386
+93,634
494
$169M 0.03%
8,927,758
-1,192,358
495
$169M 0.03%
1,036,395
-41,937
496
$168M 0.03%
2,105,264
+70,902
497
$168M 0.03%
13,701,869
-470,661
498
$168M 0.03%
2,899,286
-23,322
499
$168M 0.02%
684,882
+4,519
500
$166M 0.02%
3,173,075
+54,517