Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
151
$906M 0.13%
4,945,641
-900,270
152
$906M 0.13%
8,891,116
+71,504
153
$904M 0.13%
8,082,509
+105,053
154
$903M 0.13%
11,371,333
+614,240
155
$902M 0.13%
15,480,327
-6,054,454
156
$885M 0.13%
5,684,979
-1,188,350
157
$878M 0.13%
2,491,261
-158,275
158
$877M 0.13%
10,026,592
+566,378
159
$864M 0.13%
10,437,925
-2,125,479
160
$852M 0.13%
10,515,883
+321,218
161
$848M 0.13%
7,170,386
+799,323
162
$843M 0.13%
16,547,412
-1,779,165
163
$843M 0.13%
29,509,768
+2,269,686
164
$831M 0.12%
8,994,088
+442,110
165
$828M 0.12%
6,947,195
+177,892
166
$826M 0.12%
14,172,626
+953,159
167
$817M 0.12%
39,627,764
+20,579,083
168
$790M 0.12%
27,090,348
+118,537
169
$789M 0.12%
2,947,060
-218,204
170
$788M 0.12%
8,391,337
+238,507
171
$781M 0.12%
16,732,599
-679,799
172
$776M 0.12%
5,903,921
+329,209
173
$773M 0.11%
15,823,819
+5,331,683
174
$767M 0.11%
7,093,133
+198,349
175
$752M 0.11%
7,331,288
+127,680