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
1926
$12.7M ﹤0.01%
321,056
-109,004
1927
$12.6M ﹤0.01%
268,639
+52,359
1928
$12.6M ﹤0.01%
352,684
+75,537
1929
$12.6M ﹤0.01%
274,391
-41,026
1930
$12.6M ﹤0.01%
202,551
+10,096
1931
$12.6M ﹤0.01%
1,086,752
-242,983
1932
$12.6M ﹤0.01%
255,372
+31,694
1933
$12.6M ﹤0.01%
533,942
+56,489
1934
$12.6M ﹤0.01%
78,861
+8,598
1935
$12.6M ﹤0.01%
544,638
-24,646
1936
$12.5M ﹤0.01%
290,847
-4,425
1937
$12.5M ﹤0.01%
866,993
+509,792
1938
$12.5M ﹤0.01%
409,213
-4,923
1939
$12.5M ﹤0.01%
195,123
+3,046
1940
$12.5M ﹤0.01%
290,225
-2,644
1941
$12.5M ﹤0.01%
521,481
-20,767
1942
$12.4M ﹤0.01%
493,935
+23,413
1943
$12.4M ﹤0.01%
876,304
+62,434
1944
$12.4M ﹤0.01%
477,320
+30,700
1945
$12.4M ﹤0.01%
384,444
+10,706
1946
$12.4M ﹤0.01%
729,804
-468,572
1947
$12.4M ﹤0.01%
297,289
+27,896
1948
$12.4M ﹤0.01%
146,431
+41,460
1949
$12.4M ﹤0.01%
362,369
-29,249
1950
$12.3M ﹤0.01%
223,056
+26,038