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
4401
$376K ﹤0.01%
60,204
+12,000
4402
$375K ﹤0.01%
14,255
-33,389
4403
$375K ﹤0.01%
750
+111
4404
$374K ﹤0.01%
37,046
-19,238
4405
$373K ﹤0.01%
22,274
+2,121
4406
$373K ﹤0.01%
32,110
+875
4407
$371K ﹤0.01%
27,741
+6,912
4408
$371K ﹤0.01%
65,684
+27,049
4409
$371K ﹤0.01%
17,843
-22,751
4410
$371K ﹤0.01%
59,085
-3,311
4411
$370K ﹤0.01%
15,961
-583
4412
$370K ﹤0.01%
10,285
+3,184
4413
$369K ﹤0.01%
22,009
+3,474
4414
$369K ﹤0.01%
110,949
-33,762
4415
$369K ﹤0.01%
113,114
+3,622
4416
$367K ﹤0.01%
15,332
+956
4417
$367K ﹤0.01%
9,763
+173
4418
$366K ﹤0.01%
25,592
-1,453
4419
$365K ﹤0.01%
35,043
+8,092
4420
$364K ﹤0.01%
29,417
-298,002
4421
$362K ﹤0.01%
24,414
-3,557
4422
$361K ﹤0.01%
46,190
+6,743
4423
$360K ﹤0.01%
4,630
4424
$360K ﹤0.01%
9,571
+756
4425
$359K ﹤0.01%
20,980
+1,104