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
1526
$21.4M ﹤0.01%
2,854,944
+268
1527
$21.4M ﹤0.01%
594,285
-136,903
1528
$21.3M ﹤0.01%
600,514
+15,022
1529
$21.3M ﹤0.01%
520,815
-5,486
1530
$21.3M ﹤0.01%
530,522
+130,273
1531
$21.3M ﹤0.01%
416,443
-31,272
1532
$21.2M ﹤0.01%
587,031
-195,100
1533
$21.1M ﹤0.01%
5,380,737
-701,285
1534
$21.1M ﹤0.01%
1,390,699
-20,136
1535
$21M ﹤0.01%
324,931
-61,471
1536
$21M ﹤0.01%
453,344
+22,507
1537
$20.9M ﹤0.01%
757,392
-89,641
1538
$20.9M ﹤0.01%
2,848,074
-128,941
1539
$20.9M ﹤0.01%
382,452
-333,768
1540
$20.8M ﹤0.01%
829,995
+69,640
1541
$20.8M ﹤0.01%
787,935
+173,408
1542
$20.8M ﹤0.01%
169,726
-2,049
1543
$20.8M ﹤0.01%
1,281,238
-71,470
1544
$20.8M ﹤0.01%
480,975
-21,843
1545
$20.7M ﹤0.01%
904,868
-53,992
1546
$20.6M ﹤0.01%
665,530
-56,577
1547
$20.6M ﹤0.01%
556,709
-455,206
1548
$20.5M ﹤0.01%
573,972
-73,604
1549
$20.4M ﹤0.01%
1,305,120
-255,446
1550
$20.4M ﹤0.01%
748,774
-220,635