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
5026
$116K ﹤0.01%
7,142
+11
5027
$115K ﹤0.01%
7,303
5028
$115K ﹤0.01%
+50,000
5029
$115K ﹤0.01%
4,268
-469
5030
$115K ﹤0.01%
12,387
+6,100
5031
$114K ﹤0.01%
3,614
+518
5032
$114K ﹤0.01%
19,648
+5,521
5033
$114K ﹤0.01%
+17,772
5034
$113K ﹤0.01%
16,960
+3,732
5035
$113K ﹤0.01%
8,051
+1,631
5036
$113K ﹤0.01%
39,907
-7,056
5037
$113K ﹤0.01%
8,829
+1,038
5038
$113K ﹤0.01%
3,575
-243
5039
$113K ﹤0.01%
34,129
-5,113
5040
$113K ﹤0.01%
2,666
-6,473
5041
$113K ﹤0.01%
7,327
+2,205
5042
$112K ﹤0.01%
2,121
+336
5043
$112K ﹤0.01%
6,943
+2,012
5044
$112K ﹤0.01%
1,122
-319
5045
$112K ﹤0.01%
7,023
-2,780
5046
$112K ﹤0.01%
77,578
-27,772
5047
$111K ﹤0.01%
7,580
+4,202
5048
$111K ﹤0.01%
16,149
+2,206
5049
$111K ﹤0.01%
1,017
-281
5050
$111K ﹤0.01%
13,103
+610