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
3801
$921K ﹤0.01%
67,316
+10,434
3802
$920K ﹤0.01%
24,267
+13,125
3803
$920K ﹤0.01%
38,752
+8,749
3804
$917K ﹤0.01%
26,417
-13,538
3805
$914K ﹤0.01%
4,837
-532
3806
$914K ﹤0.01%
191,886
-81,884
3807
$914K ﹤0.01%
150,858
+22,986
3808
$912K ﹤0.01%
28,425
-3,988
3809
$911K ﹤0.01%
239,100
-137,858
3810
$909K ﹤0.01%
36,444
+1,613
3811
$909K ﹤0.01%
9,562
+26
3812
$908K ﹤0.01%
38,768
+2,564
3813
$907K ﹤0.01%
282,843
+29,058
3814
$906K ﹤0.01%
80,694
+25,865
3815
$906K ﹤0.01%
92,578
-443,319
3816
$905K ﹤0.01%
146,840
+127,642
3817
$904K ﹤0.01%
21,436
-372
3818
$903K ﹤0.01%
26,072
+2,275
3819
$902K ﹤0.01%
67,233
+617
3820
$901K ﹤0.01%
63,991
+18,009
3821
$899K ﹤0.01%
49,300
-16,065
3822
$898K ﹤0.01%
17,517
-391
3823
$897K ﹤0.01%
207,196
-499,373
3824
$895K ﹤0.01%
107,704
+10,694
3825
$894K ﹤0.01%
43,118
+13,367