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
5076
$104K ﹤0.01%
15,338
-41
5077
$104K ﹤0.01%
1,170
+200
5078
$104K ﹤0.01%
8,097
+43
5079
$104K ﹤0.01%
1,255
+250
5080
$104K ﹤0.01%
53,303
-20,158
5081
$103K ﹤0.01%
6,586
+5,559
5082
$103K ﹤0.01%
1,300
+270
5083
$103K ﹤0.01%
12,727
-2,387
5084
$102K ﹤0.01%
235
-166
5085
$102K ﹤0.01%
10,232
-966
5086
$102K ﹤0.01%
21,833
-12,707
5087
$102K ﹤0.01%
12,168
+569
5088
$102K ﹤0.01%
5,437
+1,269
5089
$101K ﹤0.01%
5,000
5090
$101K ﹤0.01%
4,088
+68
5091
$101K ﹤0.01%
10,246
+4,298
5092
$100K ﹤0.01%
4,892
-8
5093
$100K ﹤0.01%
3,388
-84,193
5094
$100K ﹤0.01%
10,110
-456
5095
$100K ﹤0.01%
3,774
-589
5096
$100K ﹤0.01%
+3,150
5097
$99K ﹤0.01%
2,605
+602
5098
$98K ﹤0.01%
2,614
+207
5099
$98K ﹤0.01%
4,155
+971
5100
$98K ﹤0.01%
7,157
-14,712