Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
176
$750M 0.11%
12,886,902
-2,360,522
177
$749M 0.11%
4,438,242
-132,519
178
$747M 0.11%
4,086,213
-438,621
179
$743M 0.11%
3,582,532
+38,842
180
$741M 0.11%
5,581,435
+1,190,828
181
$732M 0.11%
2,966,650
-7,202
182
$731M 0.11%
8,414,309
-751,960
183
$729M 0.11%
5,134,897
-627,261
184
$726M 0.11%
3,748,337
-549,808
185
$726M 0.11%
21,060,976
+1,486,558
186
$715M 0.11%
3,451,105
+199,414
187
$715M 0.11%
3,977,557
-343,701
188
$713M 0.11%
12,382,580
+792,266
189
$713M 0.11%
14,551,451
+41,119
190
$706M 0.1%
8,695,874
-1,875,193
191
$698M 0.1%
6,974,928
-6,379
192
$696M 0.1%
8,162,634
-160,260
193
$691M 0.1%
7,788,543
+183,454
194
$689M 0.1%
6,495,590
+3,771,863
195
$684M 0.1%
3,548,984
+294,494
196
$680M 0.1%
13,419,234
+1,503,545
197
$677M 0.1%
11,876,683
-189,159
198
$661M 0.1%
11,716,429
+866,606
199
$649M 0.1%
2,704,461
+506,261
200
$648M 0.1%
4,354,852
+119,984