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
1301
$29.8M ﹤0.01%
781,153
+209,577
1302
$29.7M ﹤0.01%
1,305,071
-784,466
1303
$29.7M ﹤0.01%
270,895
+13,520
1304
$29.6M ﹤0.01%
869,756
+24,644
1305
$29.6M ﹤0.01%
3,483,900
+1,501,427
1306
$29.6M ﹤0.01%
1,196,251
+261,859
1307
$29.6M ﹤0.01%
391,808
-46,100
1308
$29.5M ﹤0.01%
391,933
-245,598
1309
$29.5M ﹤0.01%
478,118
-31,012
1310
$29.5M ﹤0.01%
2,557,049
+173,208
1311
$29.4M ﹤0.01%
1,894,614
+1,053,258
1312
$29.4M ﹤0.01%
2,085,074
+73,066
1313
$29.4M ﹤0.01%
909,050
-7,420
1314
$29.4M ﹤0.01%
1,703,252
-638,175
1315
$29.2M ﹤0.01%
389,697
-65,296
1316
$29.2M ﹤0.01%
518,558
-211,931
1317
$29.1M ﹤0.01%
501,658
+399,468
1318
$29.1M ﹤0.01%
622,315
-37,689
1319
$29.1M ﹤0.01%
1,201,017
+65,129
1320
$29M ﹤0.01%
756,888
+6,558
1321
$28.9M ﹤0.01%
845,242
-31,435
1322
$28.8M ﹤0.01%
806,357
-81,670
1323
$28.8M ﹤0.01%
625,021
-99,191
1324
$28.7M ﹤0.01%
301,110
+141,529
1325
$28.7M ﹤0.01%
1,483,062
-23,809