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
4026
$681K ﹤0.01%
68,774
+9,813
4027
$680K ﹤0.01%
86,508
-3,178
4028
$680K ﹤0.01%
83,020
-7,000
4029
$679K ﹤0.01%
2,529
+174
4030
$678K ﹤0.01%
23,079
-6,910
4031
$672K ﹤0.01%
44,401
-48,500
4032
$670K ﹤0.01%
24,537
+3,395
4033
$670K ﹤0.01%
44,282
-42,999
4034
$668K ﹤0.01%
43,624
-37,040
4035
$668K ﹤0.01%
123,752
-1,687
4036
$667K ﹤0.01%
9,503
+5,965
4037
$666K ﹤0.01%
50,769
+7,561
4038
$666K ﹤0.01%
472,768
+216,080
4039
$665K ﹤0.01%
10,672
-9,606
4040
$662K ﹤0.01%
18,471
-3,113
4041
$661K ﹤0.01%
32,330
+4,271
4042
$661K ﹤0.01%
48,250
+346
4043
$661K ﹤0.01%
63,248
+10,533
4044
$660K ﹤0.01%
82,876
+27,090
4045
$660K ﹤0.01%
127,848
-1,834
4046
$658K ﹤0.01%
29,025
-3,872
4047
$656K ﹤0.01%
66,042
-9,003
4048
$656K ﹤0.01%
42,106
-13,218
4049
$656K ﹤0.01%
50,196
+10,315
4050
$654K ﹤0.01%
42,013
+2,033