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
5126
$92K ﹤0.01%
7,249
+3,700
5127
$92K ﹤0.01%
+2
5128
$92K ﹤0.01%
9,903
-1,752
5129
$92K ﹤0.01%
13,867
-11,576
5130
$91K ﹤0.01%
3,131
+444
5131
$91K ﹤0.01%
10,621
+467
5132
$91K ﹤0.01%
5,426
-21,143
5133
$91K ﹤0.01%
6,067
-2,250
5134
$91K ﹤0.01%
3,680
5135
$90K ﹤0.01%
7,675
+2,569
5136
$90K ﹤0.01%
+7,000
5137
$90K ﹤0.01%
4,504
+247
5138
$90K ﹤0.01%
8,080
-2,536
5139
$89K ﹤0.01%
11,380
-843
5140
$89K ﹤0.01%
2,588
-372
5141
$89K ﹤0.01%
33,714
+5,748
5142
$89K ﹤0.01%
1,846
+186
5143
$89K ﹤0.01%
1,795
-4,633
5144
$89K ﹤0.01%
83,789
-1,025
5145
$88K ﹤0.01%
7,588
-130
5146
$88K ﹤0.01%
22,600
-41,475
5147
$87K ﹤0.01%
322
-226
5148
$87K ﹤0.01%
23,925
+6,273
5149
$87K ﹤0.01%
4,643
+665
5150
$87K ﹤0.01%
9,048
+1,019