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
601
$117M 0.02%
784,960
-150,270
602
$117M 0.02%
4,854,540
-190,244
603
$117M 0.02%
2,471,002
+77,137
604
$117M 0.02%
2,473,682
-172,267
605
$116M 0.02%
1,295,108
-55,910
606
$116M 0.02%
1,434,465
+121,576
607
$116M 0.02%
1,978,958
-122,490
608
$115M 0.02%
945,582
+138,307
609
$115M 0.02%
2,339,901
-217,741
610
$115M 0.02%
323,015
-27,803
611
$115M 0.02%
8,873,072
+2,362,475
612
$114M 0.02%
2,287,240
-458,163
613
$114M 0.02%
4,247,987
-724,783
614
$114M 0.02%
1,032,751
-39,393
615
$113M 0.02%
3,424,470
+110,040
616
$113M 0.02%
1,035,171
+37,532
617
$113M 0.02%
7,094,392
+2,578,796
618
$113M 0.02%
7,341,755
+81,110
619
$113M 0.02%
410,627
+60,439
620
$112M 0.02%
947,074
+3,054
621
$112M 0.02%
1,049,695
-1,165,269
622
$112M 0.02%
2,224,167
-520,899
623
$112M 0.02%
2,162,980
-168,213
624
$112M 0.02%
2,804,963
+508,063
625
$111M 0.02%
9,390,576
+1,681,062