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
1726
$16.4M ﹤0.01%
790,326
+91,295
1727
$16.4M ﹤0.01%
750,955
-155,969
1728
$16.3M ﹤0.01%
623,628
-377,185
1729
$16.3M ﹤0.01%
388,352
+105,360
1730
$16.3M ﹤0.01%
197,509
+46,523
1731
$16.3M ﹤0.01%
277,188
-20,270
1732
$16.3M ﹤0.01%
496,365
+128,723
1733
$16.2M ﹤0.01%
419,928
+46,404
1734
$16.2M ﹤0.01%
153,092
+6,589
1735
$16.2M ﹤0.01%
761,460
-176,553
1736
$16.2M ﹤0.01%
119,650
-4,724
1737
$16.2M ﹤0.01%
1,127,669
-3,948
1738
$16.2M ﹤0.01%
247,768
-17,676
1739
$16.2M ﹤0.01%
1,103,477
-31,319
1740
$16.1M ﹤0.01%
511,062
+152,948
1741
$16.1M ﹤0.01%
459,973
-12,971
1742
$16.1M ﹤0.01%
403,013
+37,526
1743
$16.1M ﹤0.01%
599,664
-14,411
1744
$16M ﹤0.01%
575,548
-32,955
1745
$16M ﹤0.01%
580,757
+12,560
1746
$16M ﹤0.01%
676,546
-282,796
1747
$16M ﹤0.01%
396,565
+30,224
1748
$15.9M ﹤0.01%
333,101
+69,906
1749
$15.9M ﹤0.01%
463,899
+55,916
1750
$15.9M ﹤0.01%
1,966,031
-403,346