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
1851
$13.9M ﹤0.01%
243,833
+1,020
1852
$13.9M ﹤0.01%
787,179
+488,224
1853
$13.8M ﹤0.01%
187,333
-163,725
1854
$13.8M ﹤0.01%
375,751
-10,217
1855
$13.8M ﹤0.01%
425,149
+4,157
1856
$13.8M ﹤0.01%
1,266,280
-36,236
1857
$13.7M ﹤0.01%
236,466
+56,794
1858
$13.7M ﹤0.01%
603,393
+22,221
1859
$13.7M ﹤0.01%
29,765
-3,024
1860
$13.7M ﹤0.01%
640,185
+74,897
1861
$13.7M ﹤0.01%
459,347
+74,054
1862
$13.7M ﹤0.01%
135,000
1863
$13.7M ﹤0.01%
423,632
-924,241
1864
$13.6M ﹤0.01%
186,419
+100,160
1865
$13.6M ﹤0.01%
2,133,146
+30,488
1866
$13.6M ﹤0.01%
389,236
+16,588
1867
$13.6M ﹤0.01%
783,952
+14,976
1868
$13.6M ﹤0.01%
413,506
-109,090
1869
$13.6M ﹤0.01%
161,649
-85,043
1870
$13.6M ﹤0.01%
268,678
+17,428
1871
$13.6M ﹤0.01%
317,319
-27,509
1872
$13.5M ﹤0.01%
158,227
+36,325
1873
$13.5M ﹤0.01%
169,601
-8,389
1874
$13.5M ﹤0.01%
253,579
+20,728
1875
$13.5M ﹤0.01%
226,531
-12,221