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
4376
$394K ﹤0.01%
20,608
+8,905
4377
$393K ﹤0.01%
28,174
+334
4378
$392K ﹤0.01%
11,924
+3,155
4379
$392K ﹤0.01%
14,753
+2,204
4380
$390K ﹤0.01%
21,545
+5,213
4381
$389K ﹤0.01%
19,632
+7,261
4382
$388K ﹤0.01%
13,633
-7,026
4383
$388K ﹤0.01%
7,762
+1,469
4384
$388K ﹤0.01%
157,737
-16,213
4385
$387K ﹤0.01%
24,873
+217
4386
$386K ﹤0.01%
33,597
+7,070
4387
$385K ﹤0.01%
26,584
-1,141
4388
$384K ﹤0.01%
12,320
+2,687
4389
$384K ﹤0.01%
27,419
+7,539
4390
$383K ﹤0.01%
40,653
-11,766
4391
$382K ﹤0.01%
27,257
-266
4392
$381K ﹤0.01%
15,046
-443
4393
$380K ﹤0.01%
10,453
-1,727
4394
$380K ﹤0.01%
24,696
+8,645
4395
$379K ﹤0.01%
28,224
+17,750
4396
$379K ﹤0.01%
34,672
+15
4397
$379K ﹤0.01%
20,214
+57
4398
$378K ﹤0.01%
57,737
-1,876
4399
$377K ﹤0.01%
26,016
+2,285
4400
$376K ﹤0.01%
30,216
-26,263