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
1326
$28.7M ﹤0.01%
192,935
+21,756
1327
$28.7M ﹤0.01%
395,350
+122,025
1328
$28.7M ﹤0.01%
161,796
-9,211
1329
$28.6M ﹤0.01%
586,841
-23,296
1330
$28.6M ﹤0.01%
1,060,479
-84,792
1331
$28.6M ﹤0.01%
713,577
+115,406
1332
$28.6M ﹤0.01%
232,049
+9,543
1333
$28.5M ﹤0.01%
2,511,910
+113,039
1334
$28.5M ﹤0.01%
1,498,862
+14,197
1335
$28.5M ﹤0.01%
459,167
+237,931
1336
$28.5M ﹤0.01%
3,464,441
-139,471
1337
$28.5M ﹤0.01%
595,090
+391,916
1338
$28.4M ﹤0.01%
886,710
-9,285
1339
$28.4M ﹤0.01%
1,145,881
-30,704
1340
$28.3M ﹤0.01%
1,195,735
+62,967
1341
$28.1M ﹤0.01%
246,594
+35,111
1342
$28M ﹤0.01%
934,173
+47,321
1343
$28M ﹤0.01%
1,752,503
+72,397
1344
$27.9M ﹤0.01%
830,002
-504,809
1345
$27.9M ﹤0.01%
801,730
+83,166
1346
$27.8M ﹤0.01%
428,156
-23,950
1347
$27.8M ﹤0.01%
1,193,550
-174,818
1348
$27.6M ﹤0.01%
1,591,730
-241,745
1349
$27.6M ﹤0.01%
616,045
-121,870
1350
$27.6M ﹤0.01%
892,333
-119,412