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
1701
$16.8M ﹤0.01%
3,773,885
-109,281
1702
$16.8M ﹤0.01%
1,766,057
+511,532
1703
$16.8M ﹤0.01%
779,387
-30,440
1704
$16.8M ﹤0.01%
533,470
-650
1705
$16.7M ﹤0.01%
298,241
-1,009
1706
$16.7M ﹤0.01%
1,158,298
-159,761
1707
$16.7M ﹤0.01%
9,673,300
-1,137,442
1708
$16.7M ﹤0.01%
725,902
+37,922
1709
$16.7M ﹤0.01%
748,654
-18,731
1710
$16.7M ﹤0.01%
889,850
+49,998
1711
$16.7M ﹤0.01%
729,884
+107,938
1712
$16.6M ﹤0.01%
314,179
-80,116
1713
$16.6M ﹤0.01%
1,943,260
+12,373
1714
$16.6M ﹤0.01%
292,703
-24,244
1715
$16.6M ﹤0.01%
2,066,707
+280
1716
$16.6M ﹤0.01%
1,505,159
+72,959
1717
$16.5M ﹤0.01%
329,789
-75,048
1718
$16.5M ﹤0.01%
365,956
+1,264
1719
$16.5M ﹤0.01%
284,393
+31,335
1720
$16.5M ﹤0.01%
536,484
-65,665
1721
$16.5M ﹤0.01%
161,955
-84,754
1722
$16.5M ﹤0.01%
255,288
+6,041
1723
$16.5M ﹤0.01%
800,984
-243,442
1724
$16.4M ﹤0.01%
519,660
-28,404
1725
$16.4M ﹤0.01%
90,293
+10,467