Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.08%
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 +$5.33B
2 +$2.37B
3 +$705M
4
UPS icon
United Parcel Service
UPS
+$654M
5
BABA icon
Alibaba
BABA
+$581M

Top Sells

1 +$1.45B
2 +$1.16B
3 +$607M
4
QCOM icon
Qualcomm
QCOM
+$591M
5
AMAT icon
Applied Materials
AMAT
+$498M

Sector Composition

1 Technology 10.06%
2 Financials 8.62%
3 Healthcare 7.36%
4 Industrials 6.5%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5276
$60K ﹤0.01%
9,657
+5,047
5277
$60K ﹤0.01%
13,469
5278
$60K ﹤0.01%
2,008
+200
5279
$60K ﹤0.01%
3,306
+354
5280
$60K ﹤0.01%
4,517
-694
5281
$60K ﹤0.01%
3,188
+423
5282
$60K ﹤0.01%
5,512
-125
5283
$60K ﹤0.01%
+4,273
5284
$60K ﹤0.01%
77,336
5285
$60K ﹤0.01%
793
+178
5286
$59K ﹤0.01%
2,262
-5
5287
$59K ﹤0.01%
1,120
-1,644
5288
$59K ﹤0.01%
7,252
+131
5289
$59K ﹤0.01%
14,854
-1,562
5290
$59K ﹤0.01%
2,106
-3,363
5291
$59K ﹤0.01%
2,975
-432
5292
$58K ﹤0.01%
4,215
+936
5293
$58K ﹤0.01%
2,011
+321
5294
$58K ﹤0.01%
433
+246
5295
$58K ﹤0.01%
15,423
+12,441
5296
$58K ﹤0.01%
33,835
-9,502
5297
$58K ﹤0.01%
51,907
-18,878
5298
$57K ﹤0.01%
7,536
+141
5299
$57K ﹤0.01%
5,599
+1,718
5300
$57K ﹤0.01%
3,551
+977