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
4501
$314K ﹤0.01%
111,031
-13,968
4502
$314K ﹤0.01%
48,650
+1,423
4503
$314K ﹤0.01%
33,948
-170
4504
$313K ﹤0.01%
31,733
-19,479
4505
$313K ﹤0.01%
13,080
-3,438
4506
$312K ﹤0.01%
15,066
+4,304
4507
$312K ﹤0.01%
1,015
+117
4508
$311K ﹤0.01%
14,480
+1,008
4509
$311K ﹤0.01%
15,128
-17,182
4510
$310K ﹤0.01%
4,221
+470
4511
$309K ﹤0.01%
9,659
+4,900
4512
$309K ﹤0.01%
11,455
+6,635
4513
$308K ﹤0.01%
22,259
-16,461
4514
$308K ﹤0.01%
4,745
+287
4515
$308K ﹤0.01%
+7,635
4516
$308K ﹤0.01%
27,356
+4,055
4517
$307K ﹤0.01%
8,842
+2,689
4518
$304K ﹤0.01%
18,404
-7,864
4519
$303K ﹤0.01%
60,169
-17,218
4520
$303K ﹤0.01%
11,667
+4,707
4521
$303K ﹤0.01%
11,237
+1,370
4522
$302K ﹤0.01%
1,596
-165
4523
$302K ﹤0.01%
15,411
+2,787
4524
$302K ﹤0.01%
19,571
+544
4525
$301K ﹤0.01%
17,126
-1,337