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
1901
$13M ﹤0.01%
122,689
+11,829
1902
$13M ﹤0.01%
168,639
+20,087
1903
$13M ﹤0.01%
325,781
+206,097
1904
$13M ﹤0.01%
249,191
-1,741
1905
$13M ﹤0.01%
148,319
-432
1906
$13M ﹤0.01%
587,847
-33,952
1907
$13M ﹤0.01%
801,982
-21,621
1908
$12.9M ﹤0.01%
194,669
+14,327
1909
$12.9M ﹤0.01%
866,806
-392,288
1910
$12.9M ﹤0.01%
435,675
-18,237
1911
$12.9M ﹤0.01%
634,098
-112,331
1912
$12.9M ﹤0.01%
227,575
-8,546
1913
$12.9M ﹤0.01%
70,042
+20,444
1914
$12.9M ﹤0.01%
343,972
+39,676
1915
$12.8M ﹤0.01%
455,811
-23,744
1916
$12.8M ﹤0.01%
903,094
+308,598
1917
$12.8M ﹤0.01%
1,756,264
-145,625
1918
$12.8M ﹤0.01%
109,542
-38,870
1919
$12.8M ﹤0.01%
85,236
+11,928
1920
$12.7M ﹤0.01%
291,598
-123,829
1921
$12.7M ﹤0.01%
326,664
+112,549
1922
$12.7M ﹤0.01%
2,109,219
-3,645
1923
$12.7M ﹤0.01%
253,644
-82,179
1924
$12.7M ﹤0.01%
372,836
+25,994
1925
$12.7M ﹤0.01%
883,852
+21,266