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
4901
$152K ﹤0.01%
24,882
-54,377
4902
$152K ﹤0.01%
15,006
-31,985
4903
$152K ﹤0.01%
18,871
-49,137
4904
$152K ﹤0.01%
2,090
+484
4905
$152K ﹤0.01%
60,905
-19,944
4906
$151K ﹤0.01%
9,452
+1,256
4907
$151K ﹤0.01%
7,398
+1,311
4908
$151K ﹤0.01%
6,178
+1
4909
$151K ﹤0.01%
5,211
+1,635
4910
$150K ﹤0.01%
29,206
+8,108
4911
$150K ﹤0.01%
6,965
-5,197
4912
$149K ﹤0.01%
4,205
-982
4913
$149K ﹤0.01%
8,774
+1,882
4914
$149K ﹤0.01%
15,473
+2,990
4915
$149K ﹤0.01%
128,711
-40,940
4916
$148K ﹤0.01%
7,190
+2,786
4917
$148K ﹤0.01%
5,191
+1,142
4918
$147K ﹤0.01%
7,387
-9,986
4919
$147K ﹤0.01%
25,543
-5,128
4920
$147K ﹤0.01%
1,533
+175
4921
$147K ﹤0.01%
76,437
-9,901
4922
$147K ﹤0.01%
4,626
-587
4923
$146K ﹤0.01%
2,852
+542
4924
$146K ﹤0.01%
9,072
+2,193
4925
$146K ﹤0.01%
4,877
+565