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
1426
$24.8M ﹤0.01%
472,008
+299,161
1427
$24.7M ﹤0.01%
668,318
-56,505
1428
$24.7M ﹤0.01%
312,945
+55,430
1429
$24.7M ﹤0.01%
638,634
+107,084
1430
$24.6M ﹤0.01%
1,230,032
+465,170
1431
$24.6M ﹤0.01%
500,109
-133,009
1432
$24.6M ﹤0.01%
1,230,626
-16,300
1433
$24.6M ﹤0.01%
1,069,853
-52,138
1434
$24.5M ﹤0.01%
919,048
+119,064
1435
$24.5M ﹤0.01%
551,273
-141,639
1436
$24.5M ﹤0.01%
520,142
+26,246
1437
$24.5M ﹤0.01%
655,044
-245,815
1438
$24.5M ﹤0.01%
235,987
-18,609
1439
$24.4M ﹤0.01%
959,267
+198,086
1440
$24.4M ﹤0.01%
1,060,147
-166,484
1441
$24.3M ﹤0.01%
1,989,279
-189,915
1442
$24.3M ﹤0.01%
771,337
-197,198
1443
$24.2M ﹤0.01%
424,845
+81,346
1444
$24.2M ﹤0.01%
20,376
-18,631
1445
$24.2M ﹤0.01%
658,954
+30,833
1446
$24.2M ﹤0.01%
352,231
-5,362
1447
$24.1M ﹤0.01%
555,758
-110,537
1448
$24M ﹤0.01%
461,265
+208,539
1449
$24M ﹤0.01%
359,989
-35,305
1450
$24M ﹤0.01%
381,160
-55,120