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
4826
$175K ﹤0.01%
15,918
-4,066
4827
$174K ﹤0.01%
35,938
-26,250
4828
$173K ﹤0.01%
24,051
+7,899
4829
$173K ﹤0.01%
20,332
-83,645
4830
$173K ﹤0.01%
8,647
+825
4831
$173K ﹤0.01%
16,600
+7,700
4832
$172K ﹤0.01%
3,158
-524
4833
$172K ﹤0.01%
5,465
-17,173
4834
$172K ﹤0.01%
34,405
+798
4835
$172K ﹤0.01%
7,400
+2,269
4836
$172K ﹤0.01%
8,117
+7,115
4837
$171K ﹤0.01%
2,078
-22
4838
$171K ﹤0.01%
10,648
+5,920
4839
$170K ﹤0.01%
14,588
-2,625
4840
$170K ﹤0.01%
11,308
-1,305
4841
$170K ﹤0.01%
46,935
-57,272
4842
$170K ﹤0.01%
16,477
-8,889
4843
$170K ﹤0.01%
6,032
-154
4844
$170K ﹤0.01%
31,081
-1,113
4845
$170K ﹤0.01%
19,053
+619
4846
$169K ﹤0.01%
23,837
-14,112
4847
$168K ﹤0.01%
16,255
-2,287
4848
$168K ﹤0.01%
19,807
-15,742
4849
$167K ﹤0.01%
17,094
-8,862
4850
$166K ﹤0.01%
52,192
+697