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
4351
$411K ﹤0.01%
17,356
-3,244
4352
$410K ﹤0.01%
23,535
-215
4353
$410K ﹤0.01%
28,448
+3,600
4354
$409K ﹤0.01%
13,657
-9,176
4355
$407K ﹤0.01%
7,359
+444
4356
$407K ﹤0.01%
30,432
-38,653
4357
$406K ﹤0.01%
11,979
-415
4358
$403K ﹤0.01%
35,950
+23,500
4359
$403K ﹤0.01%
15,403
+10
4360
$402K ﹤0.01%
106,809
-19,371
4361
$401K ﹤0.01%
21,976
+10,538
4362
$401K ﹤0.01%
15,173
+1,470
4363
$401K ﹤0.01%
34,882
+424
4364
$400K ﹤0.01%
37,940
+2,766
4365
$400K ﹤0.01%
15,025
-53,936
4366
$399K ﹤0.01%
5,355
-40,677
4367
$398K ﹤0.01%
10,322
-86,805
4368
$397K ﹤0.01%
15,171
-2,681
4369
$397K ﹤0.01%
25,740
+2,379
4370
$396K ﹤0.01%
7,831
+126
4371
$396K ﹤0.01%
43,113
-1,825
4372
$396K ﹤0.01%
9,920
-1,340
4373
$395K ﹤0.01%
12,546
+1,842
4374
$395K ﹤0.01%
16,711
-10,883
4375
$395K ﹤0.01%
30,730
+1,483