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
5201
$77K ﹤0.01%
12,318
-339
5202
$77K ﹤0.01%
26,949
-34,565
5203
$77K ﹤0.01%
37,150
+304
5204
$77K ﹤0.01%
8,280
+2,914
5205
$77K ﹤0.01%
8,763
+879
5206
$76K ﹤0.01%
2,275
+548
5207
$76K ﹤0.01%
5,829
-60
5208
$76K ﹤0.01%
3,356
+628
5209
$76K ﹤0.01%
2,550
+441
5210
$76K ﹤0.01%
100,000
-50,000
5211
$76K ﹤0.01%
1,688
-985
5212
$75K ﹤0.01%
1,468
+929
5213
$75K ﹤0.01%
+4,104
5214
$75K ﹤0.01%
7,054
-98,091
5215
$75K ﹤0.01%
14,985
+266
5216
$75K ﹤0.01%
3,199
-3,191
5217
$75K ﹤0.01%
603
-5
5218
$74K ﹤0.01%
3,747
-2,281
5219
$74K ﹤0.01%
13,933
+2,745
5220
$73K ﹤0.01%
20,287
+14,739
5221
$73K ﹤0.01%
7,006
5222
$73K ﹤0.01%
5,200
+32
5223
$73K ﹤0.01%
15,013
-36,384
5224
$72K ﹤0.01%
160,552
+10,063
5225
$72K ﹤0.01%
3,623
+674