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
1001
$49.3M 0.01%
1,025,519
-37,307
1002
$49M 0.01%
664,955
-109,501
1003
$49M 0.01%
1,913,338
+143,923
1004
$49M 0.01%
537,247
-5,480
1005
$48.9M 0.01%
1,219,246
-155,915
1006
$48.9M 0.01%
18,517,349
-1,733,718
1007
$48.8M 0.01%
2,576,937
+1,144,508
1008
$48.6M 0.01%
403,190
-32,533
1009
$48.5M 0.01%
182,242
-13,830
1010
$48.4M 0.01%
500,301
-62,809
1011
$48.3M 0.01%
2,581,746
+99,525
1012
$48.3M 0.01%
386,200
+49,876
1013
$48.2M 0.01%
1,035,684
+759,108
1014
$48.2M 0.01%
1,236,986
-47,110
1015
$48.1M 0.01%
844,038
+721,767
1016
$48M 0.01%
647,265
-157,810
1017
$48M 0.01%
1,241,580
-5,987
1018
$47.9M 0.01%
894,859
+688,538
1019
$47.8M 0.01%
1,074,767
-732,514
1020
$47.8M 0.01%
1,008,416
-23,947
1021
$47.8M 0.01%
1,865,669
+105,978
1022
$47.6M 0.01%
527,260
-11,146
1023
$47.5M 0.01%
1,166,559
+272,104
1024
$47.4M 0.01%
2,993,294
+1,124,358
1025
$47.2M 0.01%
334,287
+103,105