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
1601
$19M ﹤0.01%
217,152
+54,502
1602
$18.9M ﹤0.01%
370,383
+32,584
1603
$18.9M ﹤0.01%
833,250
-1,980,195
1604
$18.9M ﹤0.01%
563,352
-31,701
1605
$18.9M ﹤0.01%
+931,881
1606
$18.9M ﹤0.01%
586,221
+313,830
1607
$18.9M ﹤0.01%
1,793,760
+90,036
1608
$18.8M ﹤0.01%
950,322
-243,465
1609
$18.8M ﹤0.01%
252,379
-104,190
1610
$18.8M ﹤0.01%
884,067
+36,359
1611
$18.8M ﹤0.01%
1,247,839
-217,655
1612
$18.8M ﹤0.01%
244,560
-28,955
1613
$18.7M ﹤0.01%
38,363
+27,838
1614
$18.7M ﹤0.01%
627,443
-66,462
1615
$18.7M ﹤0.01%
390,569
+28,001
1616
$18.6M ﹤0.01%
556,040
+94,996
1617
$18.6M ﹤0.01%
1,228,673
+39,102
1618
$18.6M ﹤0.01%
427,777
-39,599
1619
$18.6M ﹤0.01%
737,350
+35,217
1620
$18.6M ﹤0.01%
371,333
+141,530
1621
$18.6M ﹤0.01%
2,815,683
+14,415
1622
$18.5M ﹤0.01%
441,560
+54,392
1623
$18.5M ﹤0.01%
176,893
+72,024
1624
$18.4M ﹤0.01%
916,122
-1,739,951
1625
$18.4M ﹤0.01%
676,368
+394,590