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
4076
$635K ﹤0.01%
46,172
+35,055
4077
$634K ﹤0.01%
42,437
-9,647
4078
$634K ﹤0.01%
90,016
-10,892
4079
$634K ﹤0.01%
19,917
+2,879
4080
$632K ﹤0.01%
84,543
+31,528
4081
$631K ﹤0.01%
38,878
+2,743
4082
$631K ﹤0.01%
49,315
-3,089
4083
$630K ﹤0.01%
87,552
+845
4084
$630K ﹤0.01%
337,184
-9,824
4085
$629K ﹤0.01%
36,539
-217,851
4086
$628K ﹤0.01%
9,054
+1,269
4087
$627K ﹤0.01%
57,092
-73
4088
$626K ﹤0.01%
105,981
-816
4089
$626K ﹤0.01%
42,908
+29,096
4090
$625K ﹤0.01%
53,859
+24,641
4091
$624K ﹤0.01%
4,028
+2,893
4092
$623K ﹤0.01%
58,183
+4,874
4093
$623K ﹤0.01%
3,352
-3,320
4094
$622K ﹤0.01%
22,296
+6,340
4095
$622K ﹤0.01%
21,077
+7,366
4096
$616K ﹤0.01%
23,555
-50,478
4097
$616K ﹤0.01%
48,360
-6,478
4098
$615K ﹤0.01%
28,507
-3,668
4099
$614K ﹤0.01%
87,478
+38,736
4100
$613K ﹤0.01%
43,826
+6,580