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
4001
$704K ﹤0.01%
793,011
+39,697
4002
$702K ﹤0.01%
15,340
-3,511
4003
$702K ﹤0.01%
109,258
+45,088
4004
$701K ﹤0.01%
55,923
+9,612
4005
$700K ﹤0.01%
30,777
-12,091
4006
$700K ﹤0.01%
160
+4
4007
$699K ﹤0.01%
58,466
+3,013
4008
$698K ﹤0.01%
521,260
4009
$697K ﹤0.01%
20,518
-395
4010
$692K ﹤0.01%
32,497
-11,866
4011
$691K ﹤0.01%
31,091
+7,606
4012
$691K ﹤0.01%
206,548
+85,604
4013
$690K ﹤0.01%
15,668
-12,073
4014
$690K ﹤0.01%
15,772
+360
4015
$689K ﹤0.01%
72,343
-20,992
4016
$688K ﹤0.01%
68,424
-120,372
4017
$687K ﹤0.01%
46,872
-3,985
4018
$687K ﹤0.01%
284,383
-299,442
4019
$686K ﹤0.01%
13,527
+660
4020
$686K ﹤0.01%
376,070
-213,896
4021
$685K ﹤0.01%
236,028
-256,792
4022
$685K ﹤0.01%
29,872
+16,246
4023
$685K ﹤0.01%
50,306
-20,683
4024
$681K ﹤0.01%
129,575
+84,947
4025
$681K ﹤0.01%
39,690
-9,664