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
3901
$800K ﹤0.01%
97,097
+52,145
3902
$800K ﹤0.01%
17,597
-8,279
3903
$797K ﹤0.01%
136,329
-9,826
3904
$796K ﹤0.01%
9,220
-16,017
3905
$796K ﹤0.01%
69,541
-7,565
3906
$796K ﹤0.01%
80,770
+5,110
3907
$795K ﹤0.01%
106,336
+57,149
3908
$795K ﹤0.01%
11,655
-74
3909
$794K ﹤0.01%
50,715
-4,552
3910
$794K ﹤0.01%
7,564
+518
3911
$794K ﹤0.01%
28,071
-16,201
3912
$792K ﹤0.01%
42,213
-7,413
3913
$792K ﹤0.01%
16,309
-3,218
3914
$792K ﹤0.01%
51,110
-5,863
3915
$791K ﹤0.01%
50,313
-8,303
3916
$790K ﹤0.01%
2,267
+1,150
3917
$787K ﹤0.01%
88,440
-199,162
3918
$787K ﹤0.01%
9,438
-2,014
3919
$781K ﹤0.01%
64,508
-4,222
3920
$781K ﹤0.01%
88,622
-12,039
3921
$780K ﹤0.01%
19,480
+659
3922
$780K ﹤0.01%
12,141
+358
3923
$777K ﹤0.01%
26,589
+18,292
3924
$776K ﹤0.01%
7,766
-571
3925
$774K ﹤0.01%
20,669
+16,916