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
4876
$157K ﹤0.01%
7,624
+2,009
4877
$157K ﹤0.01%
7,857
+1,072
4878
$157K ﹤0.01%
32,987
-2,701
4879
$157K ﹤0.01%
35,529
+10,784
4880
$157K ﹤0.01%
120,600
+118,504
4881
$157K ﹤0.01%
6,815
-11,991
4882
$156K ﹤0.01%
2,360
+1,214
4883
$156K ﹤0.01%
10,487
+822
4884
$156K ﹤0.01%
5,551
-1,400
4885
$155K ﹤0.01%
7,500
4886
$155K ﹤0.01%
6,746
-673
4887
$155K ﹤0.01%
13,613
-184
4888
$155K ﹤0.01%
24,088
-7,542
4889
$154K ﹤0.01%
20,079
+3,140
4890
$154K ﹤0.01%
100,000
+87,873
4891
$154K ﹤0.01%
9,938
+1,063
4892
$153K ﹤0.01%
100,458
-47,035
4893
$153K ﹤0.01%
12,224
-25,461
4894
$153K ﹤0.01%
21,263
+1,224
4895
$153K ﹤0.01%
11,602
+10,349
4896
$153K ﹤0.01%
25,457
-27,666
4897
$153K ﹤0.01%
9,927
-18,791
4898
$153K ﹤0.01%
2,877
-1,907
4899
$153K ﹤0.01%
4,794
+470
4900
$153K ﹤0.01%
13,563
-145