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
1101
$41.1M 0.01%
2,861,723
+1,170,172
1102
$41.1M 0.01%
2,188,950
+766,260
1103
$40.9M 0.01%
1,447,808
-27,173
1104
$40.8M 0.01%
1,955,737
-66,076
1105
$40.8M 0.01%
997,732
-16,503
1106
$40.8M 0.01%
252,991
+48,317
1107
$40.8M 0.01%
16,302,380
-5,924,910
1108
$40.7M 0.01%
317,822
-8,096
1109
$40.7M 0.01%
776,997
-39,499
1110
$40.7M 0.01%
201,615
-55,283
1111
$40.6M 0.01%
343,165
-52,109
1112
$40.6M 0.01%
310,115
+7,318
1113
$40.6M 0.01%
1,126,340
+281,996
1114
$40.5M 0.01%
1,504,286
-4,040
1115
$40.5M 0.01%
375,278
+11,046
1116
$40.5M 0.01%
1,128,579
+185,915
1117
$40.4M 0.01%
754,576
-151,174
1118
$40.3M 0.01%
404,765
+149,952
1119
$40.2M 0.01%
327,481
-369,829
1120
$40.2M 0.01%
541,702
-161,588
1121
$40.1M 0.01%
916,576
+148,808
1122
$40M 0.01%
880,592
+78,052
1123
$39.8M 0.01%
629,891
-620,326
1124
$39.7M 0.01%
9,030,937
+7,574,731
1125
$39.7M 0.01%
1,611,499
+443,331