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
1026
$47.2M 0.01%
713,951
-99,573
1027
$47.2M 0.01%
441,561
+73,542
1028
$47.1M 0.01%
1,345,833
+526,176
1029
$46.9M 0.01%
1,098,803
-19,277
1030
$46.9M 0.01%
954,103
-208,226
1031
$46.8M 0.01%
604,233
-18,604
1032
$46.7M 0.01%
4,480,473
+3,542,521
1033
$46.7M 0.01%
916,625
+97,423
1034
$46.6M 0.01%
1,060,815
-53,638
1035
$46.6M 0.01%
3,072,458
-772,755
1036
$46.6M 0.01%
329,890
+20,267
1037
$46.4M 0.01%
2,771,396
-43,825
1038
$46.4M 0.01%
1,452,315
-66,824
1039
$46.1M 0.01%
1,486,750
-201,583
1040
$46.1M 0.01%
3,011,734
+1,663,401
1041
$46.1M 0.01%
1,752,861
+357,392
1042
$45.9M 0.01%
1,774,110
+446,482
1043
$45.7M 0.01%
873,312
-50,001
1044
$45.7M 0.01%
3,098,803
-374,857
1045
$45.7M 0.01%
2,544,203
-16,586
1046
$45.7M 0.01%
312,956
-43,807
1047
$45.7M 0.01%
913,470
-833,188
1048
$45.6M 0.01%
996,698
-391,302
1049
$45.6M 0.01%
447,089
-10,154
1050
$45.5M 0.01%
558,404
+37,284