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
651
$104M 0.02%
16,446,303
-560,255
652
$103M 0.02%
1,564,260
+233,046
653
$103M 0.02%
678,829
-100,467
654
$102M 0.02%
657,766
-30,326
655
$102M 0.02%
4,957,248
+309,475
656
$102M 0.02%
2,464,023
+581,019
657
$101M 0.02%
1,284,859
+338,171
658
$101M 0.02%
1,509,992
+402,892
659
$101M 0.02%
2,105,511
+772,851
660
$101M 0.01%
695,743
-34,401
661
$100M 0.01%
966,240
+19,330
662
$100M 0.01%
808,751
-182,531
663
$100M 0.01%
2,649,161
+41,704
664
$100M 0.01%
6,375,434
+852,665
665
$99.9M 0.01%
7,488,271
+1,577,414
666
$99.5M 0.01%
1,850,686
-18,636
667
$99.4M 0.01%
1,644,617
+278,655
668
$99.3M 0.01%
4,280,833
+690,649
669
$99.1M 0.01%
1,121,066
-108,227
670
$99.1M 0.01%
3,502,845
-116,778
671
$98.4M 0.01%
1,789,565
+136,913
672
$98.2M 0.01%
1,297,372
+34,726
673
$97.7M 0.01%
1,012,685
+284,322
674
$97.7M 0.01%
1,375,461
+85,394
675
$97.6M 0.01%
1,246,559
+80,161