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
3976
$733K ﹤0.01%
16,440
+600
3977
$732K ﹤0.01%
38,333
+1,004
3978
$732K ﹤0.01%
137,580
+785
3979
$732K ﹤0.01%
181,279
-4,190
3980
$732K ﹤0.01%
97,623
-33,859
3981
$731K ﹤0.01%
+60,280
3982
$731K ﹤0.01%
54,517
-66,814
3983
$728K ﹤0.01%
30,181
-330
3984
$727K ﹤0.01%
185,263
-183,116
3985
$727K ﹤0.01%
20,880
-78
3986
$727K ﹤0.01%
+27,892
3987
$724K ﹤0.01%
124,214
-16,892
3988
$724K ﹤0.01%
22,598
-34,859
3989
$724K ﹤0.01%
32,764
-4,607
3990
$723K ﹤0.01%
41,993
-60
3991
$722K ﹤0.01%
64,452
-19,108
3992
$721K ﹤0.01%
3,970
-35,183
3993
$715K ﹤0.01%
43,463
+14,301
3994
$715K ﹤0.01%
111,645
+1,750
3995
$714K ﹤0.01%
76,357
+1,126
3996
$713K ﹤0.01%
18,110
+4,842
3997
$708K ﹤0.01%
6,219
-3,885
3998
$706K ﹤0.01%
18,060
+4,002
3999
$705K ﹤0.01%
36,211
+12,181
4000
$704K ﹤0.01%
11,696
-30,089