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
2426
$6.86M ﹤0.01%
157,777
+55,984
2427
$6.84M ﹤0.01%
289,969
+17,359
2428
$6.84M ﹤0.01%
224,593
-80,044
2429
$6.83M ﹤0.01%
+433,275
2430
$6.83M ﹤0.01%
326,214
+69,392
2431
$6.83M ﹤0.01%
574,481
+156,860
2432
$6.82M ﹤0.01%
259,394
-106,762
2433
$6.82M ﹤0.01%
226,002
+58,856
2434
$6.81M ﹤0.01%
120,369
+24,641
2435
$6.81M ﹤0.01%
257,869
+34,998
2436
$6.79M ﹤0.01%
45,333
2437
$6.79M ﹤0.01%
660,714
-166,206
2438
$6.78M ﹤0.01%
106,390
+43,455
2439
$6.78M ﹤0.01%
227,761
-57,345
2440
$6.76M ﹤0.01%
65,199
+5,983
2441
$6.74M ﹤0.01%
119,283
+11,644
2442
$6.74M ﹤0.01%
223,853
+23,695
2443
$6.73M ﹤0.01%
300,927
+57,011
2444
$6.72M ﹤0.01%
898,925
-244,703
2445
$6.72M ﹤0.01%
228,981
+9,183
2446
$6.72M ﹤0.01%
388,966
-34,194
2447
$6.71M ﹤0.01%
155,214
-20,216
2448
$6.71M ﹤0.01%
135,979
+54,920
2449
$6.69M ﹤0.01%
301,025
+28,999
2450
$6.68M ﹤0.01%
668,365
-3,031,697