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
4526
$301K ﹤0.01%
13,588
+5,100
4527
$300K ﹤0.01%
17,047
+7,509
4528
$299K ﹤0.01%
12,776
-417
4529
$298K ﹤0.01%
43,483
+4,940
4530
$296K ﹤0.01%
19,166
+5,899
4531
$296K ﹤0.01%
8,971
-21,695
4532
$296K ﹤0.01%
10,467
-1,798
4533
$295K ﹤0.01%
20,490
+3,000
4534
$293K ﹤0.01%
50,443
-49,342
4535
$292K ﹤0.01%
15,129
-24,209
4536
$292K ﹤0.01%
28,029
-42,666
4537
$291K ﹤0.01%
19,577
-5,324
4538
$291K ﹤0.01%
4,323
-20,766
4539
$291K ﹤0.01%
48,848
+19,690
4540
$291K ﹤0.01%
2,799
-40
4541
$290K ﹤0.01%
81,351
+4,124
4542
$290K ﹤0.01%
33,265
-2,934
4543
$290K ﹤0.01%
10,490
-15,001
4544
$290K ﹤0.01%
95,491
+40,059
4545
$289K ﹤0.01%
5,707
-6,591
4546
$289K ﹤0.01%
104,160
+3,972
4547
$289K ﹤0.01%
7,180
-1,453
4548
$288K ﹤0.01%
100,748
-321,185
4549
$288K ﹤0.01%
16,365
-170,009
4550
$287K ﹤0.01%
10,473
-1,967