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
3851
$861K ﹤0.01%
25,248
+2,708
3852
$859K ﹤0.01%
31,560
+841
3853
$857K ﹤0.01%
217,920
-255,191
3854
$855K ﹤0.01%
30,797
+1,477
3855
$850K ﹤0.01%
261,695
-41,161
3856
$850K ﹤0.01%
17,570
+4,547
3857
$846K ﹤0.01%
54,115
-6,806
3858
$845K ﹤0.01%
32,388
+8,012
3859
$844K ﹤0.01%
25,540
+14,187
3860
$844K ﹤0.01%
38,946
+11,606
3861
$844K ﹤0.01%
71,841
+12,568
3862
$841K ﹤0.01%
25,316
-3,188
3863
$840K ﹤0.01%
32,351
+3,398
3864
$839K ﹤0.01%
60,979
+16,007
3865
$838K ﹤0.01%
41,349
-96,830
3866
$834K ﹤0.01%
108,383
+21,165
3867
$833K ﹤0.01%
195,969
+127,726
3868
$832K ﹤0.01%
15,858
+930
3869
$832K ﹤0.01%
40,517
+10,379
3870
$832K ﹤0.01%
31,725
+3,533
3871
$831K ﹤0.01%
36,545
-68,777
3872
$831K ﹤0.01%
191,920
-40,615
3873
$828K ﹤0.01%
16,301
+3,664
3874
$827K ﹤0.01%
83,296
+20,696
3875
$826K ﹤0.01%
59,746
+3,890