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
3826
$894K ﹤0.01%
66,859
-21,784
3827
$894K ﹤0.01%
91,894
-2,871
3828
$894K ﹤0.01%
31,971
+13,531
3829
$894K ﹤0.01%
45,150
+12,877
3830
$892K ﹤0.01%
63,026
+14,624
3831
$892K ﹤0.01%
24,563
-527
3832
$890K ﹤0.01%
18,364
+12,883
3833
$890K ﹤0.01%
21,183
-6,618
3834
$888K ﹤0.01%
32,246
+11,561
3835
$888K ﹤0.01%
36,499
+1,248
3836
$887K ﹤0.01%
92,216
-251,287
3837
$886K ﹤0.01%
43,435
-14,291
3838
$884K ﹤0.01%
16,117
-9,509
3839
$878K ﹤0.01%
25,192
-954
3840
$878K ﹤0.01%
44,610
+2,609
3841
$878K ﹤0.01%
34,403
-9,954
3842
$877K ﹤0.01%
27,064
+8,146
3843
$876K ﹤0.01%
37,185
+187
3844
$874K ﹤0.01%
25,457
+9,700
3845
$871K ﹤0.01%
38,233
+20,280
3846
$870K ﹤0.01%
40,814
-35,851
3847
$867K ﹤0.01%
49,329
+9,128
3848
$867K ﹤0.01%
33,270
+26,144
3849
$866K ﹤0.01%
30,484
-66
3850
$862K ﹤0.01%
77,735
-141,884