Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.08%
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 +$5.33B
2 +$2.37B
3 +$705M
4
UPS icon
United Parcel Service
UPS
+$654M
5
BABA icon
Alibaba
BABA
+$581M

Top Sells

1 +$1.45B
2 +$1.16B
3 +$607M
4
QCOM icon
Qualcomm
QCOM
+$591M
5
AMAT icon
Applied Materials
AMAT
+$498M

Sector Composition

1 Technology 10.06%
2 Financials 8.62%
3 Healthcare 7.36%
4 Industrials 6.5%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3451
$1.7M ﹤0.01%
104,050
+59,742
3452
$1.7M ﹤0.01%
57,707
-12,898
3453
$1.69M ﹤0.01%
144,379
+26,185
3454
$1.69M ﹤0.01%
92,430
-18,390
3455
$1.69M ﹤0.01%
53,750
+12,715
3456
$1.69M ﹤0.01%
27,654
-36,154
3457
$1.69M ﹤0.01%
109,031
-22,992
3458
$1.68M ﹤0.01%
+14,153
3459
$1.68M ﹤0.01%
147,008
+8,109
3460
$1.68M ﹤0.01%
34,690
-2,312
3461
$1.67M ﹤0.01%
445,701
+176,078
3462
$1.67M ﹤0.01%
76,690
+2,312
3463
$1.66M ﹤0.01%
77,114
+18,970
3464
$1.65M ﹤0.01%
+20,178
3465
$1.65M ﹤0.01%
46,844
+11,528
3466
$1.65M ﹤0.01%
56,780
-3,167
3467
$1.65M ﹤0.01%
79,328
-10,523
3468
$1.65M ﹤0.01%
229,076
+104,728
3469
$1.64M ﹤0.01%
11,130
+1,006
3470
$1.64M ﹤0.01%
38,722
+2,393
3471
$1.64M ﹤0.01%
143,321
+11,929
3472
$1.64M ﹤0.01%
211,172
-185,311
3473
$1.64M ﹤0.01%
57,137
-115,379
3474
$1.63M ﹤0.01%
120,095
+13,499
3475
$1.63M ﹤0.01%
93,851
-48,247