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
1501
$22.2M ﹤0.01%
572,909
+137,821
1502
$22.2M ﹤0.01%
691,137
+27,844
1503
$22.2M ﹤0.01%
246,180
-82,489
1504
$22.1M ﹤0.01%
1,328,066
+940,789
1505
$22.1M ﹤0.01%
381,454
+216,754
1506
$22.1M ﹤0.01%
343,822
-24,300
1507
$22M ﹤0.01%
425,767
-56,717
1508
$22M ﹤0.01%
546,208
+187,715
1509
$21.9M ﹤0.01%
737,699
-772
1510
$21.9M ﹤0.01%
792,807
-1,834
1511
$21.9M ﹤0.01%
889,022
+97,187
1512
$21.8M ﹤0.01%
1,096,529
+4,338
1513
$21.7M ﹤0.01%
417,354
+90,677
1514
$21.7M ﹤0.01%
946,310
+46,959
1515
$21.6M ﹤0.01%
879,948
-8,604
1516
$21.6M ﹤0.01%
141,461
+115,950
1517
$21.5M ﹤0.01%
276,620
-16,788
1518
$21.5M ﹤0.01%
567,976
-631
1519
$21.5M ﹤0.01%
237,036
+42,884
1520
$21.5M ﹤0.01%
416,008
-27,681
1521
$21.5M ﹤0.01%
1,111,000
-116,983
1522
$21.5M ﹤0.01%
775,035
-354,330
1523
$21.5M ﹤0.01%
4,644,805
-3,036,252
1524
$21.4M ﹤0.01%
459,718
+143,167
1525
$21.4M ﹤0.01%
751,214
-59,372