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
4651
$238K ﹤0.01%
15,472
-337
4652
$238K ﹤0.01%
19,947
+10,044
4653
$237K ﹤0.01%
10,199
-1,204
4654
$236K ﹤0.01%
+7,486
4655
$236K ﹤0.01%
974
-652
4656
$236K ﹤0.01%
26,720
+1,194
4657
$236K ﹤0.01%
31,655
-8,256
4658
$236K ﹤0.01%
6,400
4659
$235K ﹤0.01%
58,828
-4,231
4660
$235K ﹤0.01%
15,745
-1,051
4661
$235K ﹤0.01%
24,674
-3,548
4662
$235K ﹤0.01%
17,723
+405
4663
$235K ﹤0.01%
128,201
-84,087
4664
$234K ﹤0.01%
8,685
-906
4665
$234K ﹤0.01%
22,002
+711
4666
$233K ﹤0.01%
10,154
+8,085
4667
$233K ﹤0.01%
16,152
+5,147
4668
$233K ﹤0.01%
15,835
+2,881
4669
$233K ﹤0.01%
37,584
-4,166
4670
$232K ﹤0.01%
5,204
+487
4671
$231K ﹤0.01%
49,166
+21,617
4672
$231K ﹤0.01%
11,539
+685
4673
$230K ﹤0.01%
12,052
+1,346
4674
$230K ﹤0.01%
47,790
+10,780
4675
$230K ﹤0.01%
7,635
-2,200