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
4051
$654K ﹤0.01%
38,685
-6,926
4052
$653K ﹤0.01%
1,015
-449
4053
$653K ﹤0.01%
71,885
+1,887
4054
$653K ﹤0.01%
16,835
+2,190
4055
$652K ﹤0.01%
18,607
-1,734
4056
$652K ﹤0.01%
33,897
-18,182
4057
$651K ﹤0.01%
11,262
-386
4058
$651K ﹤0.01%
13,086
+1,387
4059
$650K ﹤0.01%
29,264
+492
4060
$650K ﹤0.01%
19,099
-103
4061
$648K ﹤0.01%
25,272
+10,814
4062
$647K ﹤0.01%
52,504
+15,533
4063
$646K ﹤0.01%
24,171
-4,343
4064
$644K ﹤0.01%
37,037
+4,669
4065
$644K ﹤0.01%
47,735
-4
4066
$642K ﹤0.01%
14,953
-4,829
4067
$642K ﹤0.01%
36,264
+160
4068
$642K ﹤0.01%
270,702
+96,311
4069
$641K ﹤0.01%
41,634
+981
4070
$639K ﹤0.01%
49,828
+13,454
4071
$639K ﹤0.01%
13,401
+987
4072
$639K ﹤0.01%
23,019
-1,714
4073
$636K ﹤0.01%
122,381
+108,740
4074
$636K ﹤0.01%
41,132
+1,572
4075
$635K ﹤0.01%
12,503
-11,681