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
1201
$34.8M 0.01%
1,242,779
+409,935
1202
$34.8M 0.01%
803,382
+70,095
1203
$34.8M 0.01%
756,120
-54,424
1204
$34.7M 0.01%
728,453
+195,070
1205
$34.7M 0.01%
774,861
+501,670
1206
$34.7M 0.01%
1,011,908
+136,472
1207
$34.6M 0.01%
650,148
+215,891
1208
$34.6M 0.01%
1,704,966
-87,185
1209
$34.6M 0.01%
131,754
+16,515
1210
$34.5M 0.01%
603,095
-16,412
1211
$34.3M 0.01%
389,484
-236,450
1212
$34.2M 0.01%
432,308
+51,769
1213
$34.2M 0.01%
575,845
+105,521
1214
$34.1M 0.01%
1,816,045
+101,529
1215
$34M 0.01%
646,049
+180,192
1216
$34M 0.01%
498,855
-224,097
1217
$34M 0.01%
67,894
+4,635
1218
$34M 0.01%
340,458
+5,137
1219
$34M 0.01%
617,962
-2,721
1220
$33.9M 0.01%
2,691,465
+48,966
1221
$33.9M 0.01%
616,397
+9,853
1222
$33.8M 0.01%
1,716,949
-111,401
1223
$33.7M 0.01%
651,401
-170,044
1224
$33.7M 0.01%
1,947,649
-1,395,757
1225
$33.6M 0.01%
2,323,727
-302,829