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
4701
$222K ﹤0.01%
891
+294
4702
$222K ﹤0.01%
21,616
+6,109
4703
$222K ﹤0.01%
+35,110
4704
$221K ﹤0.01%
14,083
-8,409
4705
$221K ﹤0.01%
7,438
+5,749
4706
$221K ﹤0.01%
15,897
+6,450
4707
$220K ﹤0.01%
5,899
-6,457
4708
$219K ﹤0.01%
326,443
-65,407
4709
$218K ﹤0.01%
14,464
+8,169
4710
$218K ﹤0.01%
9,110
+3,972
4711
$218K ﹤0.01%
4,107
+1,525
4712
$217K ﹤0.01%
14,556
-2,631
4713
$217K ﹤0.01%
13,734
+3,907
4714
$216K ﹤0.01%
6,880
4715
$216K ﹤0.01%
7,066
+1,439
4716
$216K ﹤0.01%
3,390
+314
4717
$215K ﹤0.01%
3,772
+791
4718
$215K ﹤0.01%
7,527
+1,119
4719
$214K ﹤0.01%
1,115
+55
4720
$214K ﹤0.01%
4,693
+1,963
4721
$213K ﹤0.01%
7,261
-41,167
4722
$213K ﹤0.01%
28,789
+11,993
4723
$213K ﹤0.01%
4,744
-686
4724
$212K ﹤0.01%
3,417
+256
4725
$211K ﹤0.01%
+8,866