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
3951
$758K ﹤0.01%
25,079
+7,720
3952
$757K ﹤0.01%
44,337
-3,070
3953
$757K ﹤0.01%
44,763
-1,808
3954
$757K ﹤0.01%
31,504
-5,772
3955
$754K ﹤0.01%
309,009
-62,639
3956
$752K ﹤0.01%
1,858
+231
3957
$749K ﹤0.01%
46,589
+6,181
3958
$749K ﹤0.01%
19,535
-1,807
3959
$749K ﹤0.01%
234,955
-1,459
3960
$749K ﹤0.01%
49,867
+37,435
3961
$748K ﹤0.01%
36,702
-17
3962
$744K ﹤0.01%
9,962
+2,261
3963
$744K ﹤0.01%
5,378
-1,100
3964
$744K ﹤0.01%
19,497
+830
3965
$744K ﹤0.01%
78,423
-13,788
3966
$743K ﹤0.01%
132,240
-71,028
3967
$742K ﹤0.01%
35,158
-2,804
3968
$741K ﹤0.01%
28,308
+574
3969
$741K ﹤0.01%
128,378
-3,483
3970
$739K ﹤0.01%
67,109
-8,534
3971
$737K ﹤0.01%
121,326
+17,687
3972
$736K ﹤0.01%
+23,849
3973
$736K ﹤0.01%
27,338
+2,570
3974
$735K ﹤0.01%
24,512
+8,157
3975
$733K ﹤0.01%
41,458
+17,449