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
5301
$57K ﹤0.01%
9,695
+3,980
5302
$57K ﹤0.01%
4,178
5303
$57K ﹤0.01%
1,872
+378
5304
$57K ﹤0.01%
+2,700
5305
$57K ﹤0.01%
2,090
-400
5306
$57K ﹤0.01%
4,111
5307
$56K ﹤0.01%
9,428
-51,051
5308
$56K ﹤0.01%
+5,477
5309
$56K ﹤0.01%
3,675
+479
5310
$56K ﹤0.01%
3,169
+759
5311
$56K ﹤0.01%
27,225
5312
$56K ﹤0.01%
11
-8
5313
$56K ﹤0.01%
566
+114
5314
$56K ﹤0.01%
7,252
+975
5315
$56K ﹤0.01%
5,604
+2,311
5316
$56K ﹤0.01%
+2,319
5317
$55K ﹤0.01%
+739
5318
$55K ﹤0.01%
10,361
+7,893
5319
$55K ﹤0.01%
1,500
5320
$55K ﹤0.01%
1,877
5321
$55K ﹤0.01%
1,735
5322
$54K ﹤0.01%
20,139
+256
5323
$54K ﹤0.01%
10,161
+191
5324
$54K ﹤0.01%
2,900
5325
$54K ﹤0.01%
8,135
-2,159