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
5401
$42K ﹤0.01%
1,706
-3,150
5402
$42K ﹤0.01%
948
-803
5403
$42K ﹤0.01%
10,631
+629
5404
$42K ﹤0.01%
2,615
+2,167
5405
$42K ﹤0.01%
8,491
-492
5406
$42K ﹤0.01%
1,309
-760
5407
$41K ﹤0.01%
5,601
+89
5408
$41K ﹤0.01%
516
+450
5409
$41K ﹤0.01%
226
+84
5410
$41K ﹤0.01%
+5,670
5411
$41K ﹤0.01%
2,085
5412
$40K ﹤0.01%
11,076
+266
5413
$40K ﹤0.01%
901
-3,280
5414
$40K ﹤0.01%
2,420
+420
5415
$40K ﹤0.01%
2,686
-468
5416
$40K ﹤0.01%
3,717
-232
5417
$40K ﹤0.01%
11,614
-9,531
5418
$40K ﹤0.01%
13,996
-693
5419
$40K ﹤0.01%
4,506
+44
5420
$40K ﹤0.01%
26,755
-12,812
5421
$39K ﹤0.01%
135
+20
5422
$39K ﹤0.01%
1,000
5423
$39K ﹤0.01%
40,805
-19,895
5424
$39K ﹤0.01%
1,571
-4,053
5425
$39K ﹤0.01%
8,691
+3,180