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
4451
$342K ﹤0.01%
39,960
+27,274
4452
$341K ﹤0.01%
95,547
+80,185
4453
$340K ﹤0.01%
13,691
+185
4454
$340K ﹤0.01%
45,701
+7,239
4455
$340K ﹤0.01%
27,211
-5,801
4456
$340K ﹤0.01%
12,291
-7
4457
$339K ﹤0.01%
14,506
+6,250
4458
$339K ﹤0.01%
16,013
+460
4459
$339K ﹤0.01%
1,051
-25
4460
$339K ﹤0.01%
9,025
+6,315
4461
$338K ﹤0.01%
42,225
-28,851
4462
$336K ﹤0.01%
6,718
-8,157
4463
$336K ﹤0.01%
18,312
-20,183
4464
$336K ﹤0.01%
+10,931
4465
$335K ﹤0.01%
9,878
+2,135
4466
$335K ﹤0.01%
241,093
+210
4467
$334K ﹤0.01%
23,736
+6,968
4468
$333K ﹤0.01%
34,495
+8,831
4469
$333K ﹤0.01%
141,356
-8,601
4470
$333K ﹤0.01%
48,305
+30,795
4471
$332K ﹤0.01%
15,143
-6,317
4472
$331K ﹤0.01%
34,387
+4,756
4473
$331K ﹤0.01%
23,045
-8,388
4474
$331K ﹤0.01%
4,690
4475
$330K ﹤0.01%
32,016
-4,079