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
4676
$230K ﹤0.01%
58,739
+38,231
4677
$230K ﹤0.01%
106,630
-241,008
4678
$229K ﹤0.01%
17,192
-2,552
4679
$229K ﹤0.01%
11,854
-814,090
4680
$229K ﹤0.01%
8,025
-3,877
4681
$228K ﹤0.01%
15,500
+15,000
4682
$228K ﹤0.01%
17,315
-4,941
4683
$227K ﹤0.01%
8,163
+585
4684
$227K ﹤0.01%
10,419
+1,692
4685
$227K ﹤0.01%
2,107
-645
4686
$227K ﹤0.01%
26,101
-2,500
4687
$226K ﹤0.01%
6,197
+907
4688
$226K ﹤0.01%
11,296
+28
4689
$226K ﹤0.01%
35,119
+77
4690
$226K ﹤0.01%
9,022
+770
4691
$225K ﹤0.01%
9,143
-77
4692
$225K ﹤0.01%
33,421
+534
4693
$225K ﹤0.01%
1,876
+167
4694
$225K ﹤0.01%
332,130
+228,768
4695
$224K ﹤0.01%
6,596
+4,093
4696
$224K ﹤0.01%
2,076
+542
4697
$224K ﹤0.01%
16,350
+625
4698
$223K ﹤0.01%
6,577
-7,803
4699
$223K ﹤0.01%
9,399
+2,695
4700
$222K ﹤0.01%
20,447
+2,180