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
901
$58.9M 0.01%
453,074
+34,957
902
$58.9M 0.01%
1,402,783
+158,157
903
$58.7M 0.01%
2,733,180
+100,137
904
$58.6M 0.01%
1,333,557
+19,566
905
$58.5M 0.01%
737,589
+16,400
906
$58.5M 0.01%
1,114,361
-359,251
907
$58.5M 0.01%
1,563,985
+130,869
908
$58.4M 0.01%
526,245
-30,571
909
$58.3M 0.01%
1,695,701
+138,667
910
$57.9M 0.01%
672,219
+188,886
911
$57.8M 0.01%
3,647,796
+370,071
912
$57.7M 0.01%
1,392,906
+105,340
913
$57.5M 0.01%
2,308,700
-215,434
914
$57.3M 0.01%
1,164,059
+239,009
915
$57.2M 0.01%
733,322
-37,000
916
$57.1M 0.01%
588,653
-181,160
917
$57.1M 0.01%
589,428
+205,517
918
$57.1M 0.01%
392,125
+16,925
919
$57.1M 0.01%
3,135,403
+51,064
920
$57M 0.01%
1,742,888
-257,630
921
$56.9M 0.01%
2,671,207
-404,485
922
$56.9M 0.01%
71,286
+4,350
923
$56.8M 0.01%
1,392,483
+702,162
924
$56.8M 0.01%
1,625,073
+950,092
925
$56.6M 0.01%
1,060,785
+67,367