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
3476
$1.63M ﹤0.01%
59,548
+7,533
3477
$1.62M ﹤0.01%
77,776
+320
3478
$1.62M ﹤0.01%
100,476
+510
3479
$1.61M ﹤0.01%
31,681
+5,254
3480
$1.61M ﹤0.01%
88,207
+78,357
3481
$1.61M ﹤0.01%
52,858
+15,417
3482
$1.6M ﹤0.01%
37,658
+1,603
3483
$1.59M ﹤0.01%
80,117
+13,560
3484
$1.59M ﹤0.01%
44,736
-24,792
3485
$1.59M ﹤0.01%
29,695
+5,881
3486
$1.59M ﹤0.01%
148,170
+51,843
3487
$1.58M ﹤0.01%
51,667
-12,252
3488
$1.58M ﹤0.01%
101,498
-10,838
3489
$1.57M ﹤0.01%
115,524
+36,198
3490
$1.57M ﹤0.01%
166,593
+82,290
3491
$1.57M ﹤0.01%
151,439
+70,058
3492
$1.57M ﹤0.01%
132,726
+2,847
3493
$1.56M ﹤0.01%
41,274
-59,810
3494
$1.56M ﹤0.01%
108,156
-4,028
3495
$1.56M ﹤0.01%
50,614
-17,179
3496
$1.55M ﹤0.01%
166,152
-82,778
3497
$1.55M ﹤0.01%
55,237
+15,885
3498
$1.55M ﹤0.01%
493,212
+2,465
3499
$1.55M ﹤0.01%
204,251
+56,028
3500
$1.55M ﹤0.01%
67,176
+10,112