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
3501
$1.54M ﹤0.01%
89,723
+25,049
3502
$1.54M ﹤0.01%
764,398
+157,750
3503
$1.54M ﹤0.01%
27,331
-4,772
3504
$1.54M ﹤0.01%
52,884
-8,749
3505
$1.54M ﹤0.01%
44,068
+12,156
3506
$1.54M ﹤0.01%
38,339
-27,917
3507
$1.53M ﹤0.01%
58,844
+39,586
3508
$1.53M ﹤0.01%
18,261
+5,380
3509
$1.53M ﹤0.01%
108,058
+5,870
3510
$1.52M ﹤0.01%
52,218
-101,732
3511
$1.52M ﹤0.01%
61,124
+20,806
3512
$1.52M ﹤0.01%
49,585
+23,197
3513
$1.51M ﹤0.01%
44,924
-5,683
3514
$1.51M ﹤0.01%
50,109
+2,991
3515
$1.51M ﹤0.01%
67,481
+6,352
3516
$1.51M ﹤0.01%
69,367
-80,016
3517
$1.51M ﹤0.01%
144,423
-3,362
3518
$1.51M ﹤0.01%
16,142
+5,684
3519
$1.51M ﹤0.01%
20,670
-6,127
3520
$1.5M ﹤0.01%
99,132
-20,277
3521
$1.5M ﹤0.01%
47,339
-126,790
3522
$1.5M ﹤0.01%
30,391
-1,487
3523
$1.49M ﹤0.01%
15,498
-6,637
3524
$1.49M ﹤0.01%
16,057
-11,124
3525
$1.49M ﹤0.01%
114,184
-28,108