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
1351
$27.6M ﹤0.01%
734,286
-1,412,309
1352
$27.5M ﹤0.01%
591,841
+14,547
1353
$27.5M ﹤0.01%
538,261
+41,086
1354
$27.5M ﹤0.01%
484,726
+34,228
1355
$27.5M ﹤0.01%
603,780
+32,364
1356
$27.4M ﹤0.01%
355,251
-24,430
1357
$27.4M ﹤0.01%
438,072
-3,005
1358
$27.4M ﹤0.01%
333,343
-63,643
1359
$27.2M ﹤0.01%
328,410
-63,595
1360
$27.2M ﹤0.01%
385,588
+114,287
1361
$27.2M ﹤0.01%
580,087
-4,428
1362
$27.2M ﹤0.01%
1,391,783
-243,843
1363
$27.2M ﹤0.01%
773,210
+210,856
1364
$27.1M ﹤0.01%
690,234
+53,146
1365
$27.1M ﹤0.01%
3,432,297
+254,340
1366
$27M ﹤0.01%
1,355,623
-818,575
1367
$26.8M ﹤0.01%
1,917,080
+47,048
1368
$26.8M ﹤0.01%
700,503
-61,847
1369
$26.8M ﹤0.01%
263,128
+152,657
1370
$26.7M ﹤0.01%
394,312
+189,230
1371
$26.7M ﹤0.01%
684,768
-116,610
1372
$26.7M ﹤0.01%
500,870
-381,982
1373
$26.7M ﹤0.01%
2,763,636
+151,683
1374
$26.6M ﹤0.01%
5,239,055
+109,612
1375
$26.6M ﹤0.01%
182,081
-39,404