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
4226
$509K ﹤0.01%
23,099
+8,714
4227
$508K ﹤0.01%
30,608
+8,431
4228
$505K ﹤0.01%
4,170
-320
4229
$505K ﹤0.01%
7,415
-557
4230
$505K ﹤0.01%
36,225
-569
4231
$504K ﹤0.01%
72,558
+8,335
4232
$502K ﹤0.01%
97,311
-43,586
4233
$502K ﹤0.01%
15,496
-1,618
4234
$501K ﹤0.01%
38,234
-3,842
4235
$501K ﹤0.01%
37,827
-431
4236
$500K ﹤0.01%
+15,773
4237
$500K ﹤0.01%
10,284
+622
4238
$499K ﹤0.01%
5,399
+377
4239
$499K ﹤0.01%
96,110
4240
$499K ﹤0.01%
38,163
-18,613
4241
$499K ﹤0.01%
189,764
+40,762
4242
$497K ﹤0.01%
6,352
+5,184
4243
$496K ﹤0.01%
19,594
-19
4244
$496K ﹤0.01%
99,228
-64,693
4245
$492K ﹤0.01%
76,807
-10,785
4246
$492K ﹤0.01%
22,883
+14,930
4247
$488K ﹤0.01%
32,211
+4,174
4248
$487K ﹤0.01%
38,340
-7,914
4249
$487K ﹤0.01%
47,291
-62,904
4250
$486K ﹤0.01%
35,373
-1,216