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
4726
$211K ﹤0.01%
21,824
-65,606
4727
$211K ﹤0.01%
8,552
-5,020
4728
$211K ﹤0.01%
98,852
-55,427
4729
$210K ﹤0.01%
11,234
+11,134
4730
$210K ﹤0.01%
20,847
+2,831
4731
$210K ﹤0.01%
6,999
4732
$210K ﹤0.01%
190,677
4733
$209K ﹤0.01%
7,465
+5,000
4734
$209K ﹤0.01%
26,676
+4,333
4735
$208K ﹤0.01%
16,027
-44,640
4736
$208K ﹤0.01%
45,672
-11,989
4737
$208K ﹤0.01%
3,151
+98
4738
$208K ﹤0.01%
240,289
+41,413
4739
$207K ﹤0.01%
12,197
-22,455
4740
$207K ﹤0.01%
22,839
+7,809
4741
$207K ﹤0.01%
54,930
+1,155
4742
$206K ﹤0.01%
19,638
+853
4743
$206K ﹤0.01%
51,951
+28,019
4744
$206K ﹤0.01%
98,182
+27,111
4745
$206K ﹤0.01%
10,088
+1
4746
$206K ﹤0.01%
18,178
+11,781
4747
$206K ﹤0.01%
7,294
+564
4748
$205K ﹤0.01%
14,258
+6,428
4749
$205K ﹤0.01%
16,070
+4,876
4750
$205K ﹤0.01%
20,978
+6,226