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
5101
$98K ﹤0.01%
7,532
+2,792
5102
$98K ﹤0.01%
15,346
+2,667
5103
$98K ﹤0.01%
16,452
-16,342
5104
$97K ﹤0.01%
1,857
+635
5105
$97K ﹤0.01%
1,286
+359
5106
$97K ﹤0.01%
22,920
+794
5107
$96K ﹤0.01%
1,965
-173
5108
$96K ﹤0.01%
3,980
5109
$96K ﹤0.01%
2,967
+209
5110
$95K ﹤0.01%
31,897
-3,965
5111
$95K ﹤0.01%
2,845
+619
5112
$95K ﹤0.01%
4,978
-2,020
5113
$95K ﹤0.01%
6,441
+3,946
5114
$94K ﹤0.01%
2,420
+2,063
5115
$94K ﹤0.01%
15,375
-65,182
5116
$94K ﹤0.01%
5,495
+1,406
5117
$93K ﹤0.01%
+2,427
5118
$93K ﹤0.01%
1,925
5119
$93K ﹤0.01%
3,385
+1,613
5120
$93K ﹤0.01%
6,813
-323
5121
$93K ﹤0.01%
7,746
+805
5122
$93K ﹤0.01%
2,005
5123
$93K ﹤0.01%
7,829
+1,380
5124
$93K ﹤0.01%
20,648
+926
5125
$92K ﹤0.01%
1,925
-6,286