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
2301
$8.12M ﹤0.01%
988,112
-1,013,275
2302
$8.11M ﹤0.01%
318,730
-154,967
2303
$8.11M ﹤0.01%
131,480
-4,924
2304
$8.1M ﹤0.01%
344,630
-179,201
2305
$8.08M ﹤0.01%
548,453
-30,827
2306
$8.08M ﹤0.01%
12,174
-34
2307
$8.07M ﹤0.01%
268,961
+12,849
2308
$8.05M ﹤0.01%
518,103
-172,866
2309
$8.03M ﹤0.01%
300,000
2310
$8.02M ﹤0.01%
289,645
-44,982
2311
$8.01M ﹤0.01%
346,323
-2,741
2312
$7.99M ﹤0.01%
148,736
-23,215
2313
$7.98M ﹤0.01%
440,930
+60,614
2314
$7.98M ﹤0.01%
307,855
-80,623
2315
$7.96M ﹤0.01%
479,990
+555
2316
$7.95M ﹤0.01%
717,852
-4,811
2317
$7.94M ﹤0.01%
1,266,598
-317,003
2318
$7.94M ﹤0.01%
315,911
+23,820
2319
$7.94M ﹤0.01%
306,944
-1,834
2320
$7.92M ﹤0.01%
108,858
+624
2321
$7.91M ﹤0.01%
119,205
-10,494
2322
$7.89M ﹤0.01%
266,376
-29,875
2323
$7.89M ﹤0.01%
316,900
+264,140
2324
$7.82M ﹤0.01%
680,357
+207,210
2325
$7.82M ﹤0.01%
346,090
+11,537