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
1451
$23.9M ﹤0.01%
274,063
+20,062
1452
$23.9M ﹤0.01%
862,968
+28,484
1453
$23.9M ﹤0.01%
155,226
-107,448
1454
$23.8M ﹤0.01%
459,787
-29,030
1455
$23.8M ﹤0.01%
483,170
-61,998
1456
$23.8M ﹤0.01%
826,224
-152,230
1457
$23.7M ﹤0.01%
451,569
-33,057
1458
$23.6M ﹤0.01%
1,434,372
-13,601
1459
$23.6M ﹤0.01%
2,365,356
+70,410
1460
$23.6M ﹤0.01%
506,112
-1,088
1461
$23.6M ﹤0.01%
799,318
+15,894
1462
$23.5M ﹤0.01%
624,853
-91,165
1463
$23.5M ﹤0.01%
454,402
-849,913
1464
$23.5M ﹤0.01%
1,034,867
+420,736
1465
$23.5M ﹤0.01%
313,940
+60,087
1466
$23.4M ﹤0.01%
381,187
+17,207
1467
$23.4M ﹤0.01%
476,076
+14,538
1468
$23.4M ﹤0.01%
211,746
-80,360
1469
$23.4M ﹤0.01%
172,392
+9,600
1470
$23.4M ﹤0.01%
663,206
+398,357
1471
$23.3M ﹤0.01%
899,030
+178,821
1472
$23.3M ﹤0.01%
608,531
+22,483
1473
$23.1M ﹤0.01%
1,159,358
+51,342
1474
$23.1M ﹤0.01%
329,890
-7,732
1475
$23.1M ﹤0.01%
349,666
+158,325