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
4251
$486K ﹤0.01%
12,421
+3,605
4252
$485K ﹤0.01%
9,074
+2,063
4253
$484K ﹤0.01%
51,444
-29,121
4254
$484K ﹤0.01%
63,712
-269
4255
$483K ﹤0.01%
93,165
-16,621
4256
$483K ﹤0.01%
53,391
+20,626
4257
$483K ﹤0.01%
9,911
+7,782
4258
$481K ﹤0.01%
+100,000
4259
$479K ﹤0.01%
26,414
+1,787
4260
$479K ﹤0.01%
34,898
-7,274
4261
$478K ﹤0.01%
+5,451
4262
$477K ﹤0.01%
19,533
+3,468
4263
$477K ﹤0.01%
12,485
+5,336
4264
$476K ﹤0.01%
222,141
+1,297
4265
$475K ﹤0.01%
47,161
-11,368
4266
$474K ﹤0.01%
41,660
-31,946
4267
$473K ﹤0.01%
43,620
+3,024
4268
$472K ﹤0.01%
15,321
-1,286
4269
$470K ﹤0.01%
44,750
+3,408
4270
$470K ﹤0.01%
14,539
+2,258
4271
$470K ﹤0.01%
12,499
-17,956
4272
$470K ﹤0.01%
32,151
-6,959
4273
$470K ﹤0.01%
18,835
-24,821
4274
$468K ﹤0.01%
28,908
-312,732
4275
$467K ﹤0.01%
22,926
-9,496