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
1951
$12.3M ﹤0.01%
476,520
+96,918
1952
$12.3M ﹤0.01%
509,026
-95,924
1953
$12.3M ﹤0.01%
1,205,084
1954
$12.2M ﹤0.01%
117,354
-35,841
1955
$12.2M ﹤0.01%
542,882
+18,889
1956
$12.2M ﹤0.01%
496,640
-92,261
1957
$12.2M ﹤0.01%
400,492
+2,527
1958
$12.2M ﹤0.01%
180,561
-4,739
1959
$12.2M ﹤0.01%
327,259
-107,249
1960
$12.2M ﹤0.01%
304,055
-732,963
1961
$12.2M ﹤0.01%
641,038
+106,726
1962
$12.1M ﹤0.01%
236,949
-4,666
1963
$12M ﹤0.01%
194,576
-404,835
1964
$12M ﹤0.01%
2,192,879
+1,222
1965
$12M ﹤0.01%
590,233
+21,099
1966
$12M ﹤0.01%
700,011
-30,917
1967
$12M ﹤0.01%
602,405
+359,735
1968
$12M ﹤0.01%
313,114
+21,765
1969
$12M ﹤0.01%
313,351
-36,575
1970
$12M ﹤0.01%
148,635
-57,665
1971
$11.9M ﹤0.01%
1,481,591
+312,515
1972
$11.9M ﹤0.01%
317,974
+18,160
1973
$11.9M ﹤0.01%
424,549
+2,423
1974
$11.9M ﹤0.01%
567,991
+114,246
1975
$11.9M ﹤0.01%
613,075
+42,129