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
201
$646M 0.1%
8,782,237
-348,021
202
$645M 0.1%
6,994,784
+213,253
203
$634M 0.09%
42,242,002
+647,767
204
$632M 0.09%
7,104,214
-271,634
205
$630M 0.09%
24,385,616
-322,446
206
$628M 0.09%
12,161,241
-475,129
207
$627M 0.09%
2,358,968
-49,958
208
$623M 0.09%
5,267,531
+341,518
209
$620M 0.09%
6,224,230
+863,362
210
$617M 0.09%
13,281,562
-986,428
211
$605M 0.09%
2,864,728
-633,839
212
$605M 0.09%
3,679,364
+106,337
213
$603M 0.09%
7,257,680
-164,568
214
$591M 0.09%
8,357,632
-149,832
215
$589M 0.09%
3,761,475
+5,115
216
$587M 0.09%
13,764,696
+193,747
217
$587M 0.09%
2,394,498
+1,303,988
218
$584M 0.09%
3,849,405
+292,279
219
$580M 0.09%
6,096,209
-166,868
220
$579M 0.09%
3,920,906
-398,170
221
$578M 0.09%
5,026,663
+94,080
222
$577M 0.09%
5,128,644
+336,147
223
$570M 0.08%
5,567,254
+88,744
224
$561M 0.08%
14,954,814
+1,341,560
225
$557M 0.08%
11,986,977
-757,768