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
3776
$961K ﹤0.01%
60,688
-61,563
3777
$957K ﹤0.01%
43,635
+4,990
3778
$956K ﹤0.01%
54,535
-115,586
3779
$956K ﹤0.01%
90,322
-1,100
3780
$955K ﹤0.01%
30,509
-13,181
3781
$951K ﹤0.01%
24,466
+6,927
3782
$950K ﹤0.01%
66,686
-1,835
3783
$950K ﹤0.01%
102,030
-29,696
3784
$948K ﹤0.01%
20,732
+4,579
3785
$948K ﹤0.01%
215,470
+28,395
3786
$944K ﹤0.01%
68,827
+11,159
3787
$942K ﹤0.01%
31,539
-2,143
3788
$939K ﹤0.01%
31,437
+8,971
3789
$939K ﹤0.01%
10,949
+3,164
3790
$937K ﹤0.01%
176,476
-35,069
3791
$937K ﹤0.01%
34,521
-798
3792
$933K ﹤0.01%
35,026
-4,277
3793
$930K ﹤0.01%
26,516
+3,698
3794
$929K ﹤0.01%
61,071
-3,480
3795
$928K ﹤0.01%
48,977
+22,990
3796
$927K ﹤0.01%
41,348
+929
3797
$927K ﹤0.01%
52,510
-30,789
3798
$926K ﹤0.01%
88,904
+19,300
3799
$924K ﹤0.01%
10,372
-3,266
3800
$924K ﹤0.01%
19,674
-62,980