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
4301
$446K ﹤0.01%
36,961
4302
$444K ﹤0.01%
32,598
-10,154
4303
$444K ﹤0.01%
21,063
-4,062
4304
$444K ﹤0.01%
2,522
+298
4305
$443K ﹤0.01%
11,062
+3,645
4306
$442K ﹤0.01%
13,020
-13,032
4307
$442K ﹤0.01%
319,625
-626,345
4308
$441K ﹤0.01%
87,032
+23,800
4309
$439K ﹤0.01%
12,677
+1,305
4310
$439K ﹤0.01%
36,788
-18,695
4311
$439K ﹤0.01%
48,033
-2,011
4312
$439K ﹤0.01%
129,186
+34,285
4313
$437K ﹤0.01%
10,543
-4,286
4314
$437K ﹤0.01%
12,948
+1,646
4315
$437K ﹤0.01%
114,964
+32,176
4316
$436K ﹤0.01%
28,488
+8,773
4317
$436K ﹤0.01%
45,864
-125,691
4318
$435K ﹤0.01%
6,554
+1,163
4319
$435K ﹤0.01%
15,793
+495
4320
$435K ﹤0.01%
27,056
+7,534
4321
$434K ﹤0.01%
1,331
-1,271
4322
$434K ﹤0.01%
40,225
-98,685
4323
$434K ﹤0.01%
10,685
+1,684
4324
$433K ﹤0.01%
15,430
+832
4325
$433K ﹤0.01%
141,789
-53,163