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
1801
$14.8M ﹤0.01%
170,406
+36,438
1802
$14.7M ﹤0.01%
1,403,488
-60,600
1803
$14.7M ﹤0.01%
1,612,407
+171,933
1804
$14.7M ﹤0.01%
642,262
+519,724
1805
$14.7M ﹤0.01%
78,042
+2,443
1806
$14.7M ﹤0.01%
499,723
-40,444
1807
$14.6M ﹤0.01%
676,488
+49,831
1808
$14.6M ﹤0.01%
16,235
-1,383
1809
$14.6M ﹤0.01%
827,367
-41,059
1810
$14.6M ﹤0.01%
187,711
+41,672
1811
$14.6M ﹤0.01%
559,328
+113,114
1812
$14.6M ﹤0.01%
562,109
+49,420
1813
$14.6M ﹤0.01%
208,827
-26,023
1814
$14.6M ﹤0.01%
510,265
+54,531
1815
$14.5M ﹤0.01%
583,050
+12,169
1816
$14.5M ﹤0.01%
660,587
+14,178
1817
$14.5M ﹤0.01%
605,240
-75,470
1818
$14.5M ﹤0.01%
123,713
-15,940
1819
$14.4M ﹤0.01%
1,409,123
+1,055,569
1820
$14.4M ﹤0.01%
1,017,210
+136,760
1821
$14.4M ﹤0.01%
917,229
+23,411
1822
$14.4M ﹤0.01%
782,696
-671
1823
$14.4M ﹤0.01%
239,569
+16,101
1824
$14.4M ﹤0.01%
525,510
+48,667
1825
$14.3M ﹤0.01%
555,278
-348,934