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
4101
$611K ﹤0.01%
22,819
+3,276
4102
$611K ﹤0.01%
194,498
+95,079
4103
$609K ﹤0.01%
53,596
-4,860
4104
$609K ﹤0.01%
+25,177
4105
$608K ﹤0.01%
28,614
+1,628
4106
$608K ﹤0.01%
18,801
-2,989
4107
$607K ﹤0.01%
25,360
-24,516
4108
$605K ﹤0.01%
27,918
+8,642
4109
$604K ﹤0.01%
17,973
+2,035
4110
$604K ﹤0.01%
16,320
-2,132
4111
$603K ﹤0.01%
15,510
+2,612
4112
$603K ﹤0.01%
77,034
+59,760
4113
$603K ﹤0.01%
40,225
+1,203
4114
$602K ﹤0.01%
103,098
+16,968
4115
$602K ﹤0.01%
66,500
4116
$599K ﹤0.01%
21,823
+9,306
4117
$599K ﹤0.01%
33,787
+33,132
4118
$598K ﹤0.01%
35,548
+12,158
4119
$596K ﹤0.01%
19,222
+722
4120
$593K ﹤0.01%
27,894
+8,734
4121
$593K ﹤0.01%
15,615
+2,122
4122
$592K ﹤0.01%
24,767
-6,093
4123
$592K ﹤0.01%
21,278
-68,464
4124
$591K ﹤0.01%
6,254
-7,780
4125
$589K ﹤0.01%
47,714
+782