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
5451
$36K ﹤0.01%
11,370
-5,630
5452
$36K ﹤0.01%
1,434
5453
$36K ﹤0.01%
3,210
+322
5454
$36K ﹤0.01%
3
+1
5455
$36K ﹤0.01%
1,337
+250
5456
$36K ﹤0.01%
1,724
+29
5457
$35K ﹤0.01%
3,440
+267
5458
$35K ﹤0.01%
26,000
5459
$35K ﹤0.01%
4,635
-2,001
5460
$35K ﹤0.01%
30
+2
5461
$35K ﹤0.01%
3,326
-10,173
5462
$35K ﹤0.01%
1,861
+1,126
5463
$35K ﹤0.01%
21,218
+10,376
5464
$35K ﹤0.01%
13,762
+10,483
5465
$34K ﹤0.01%
2,389
+168
5466
$34K ﹤0.01%
+2,000
5467
$34K ﹤0.01%
2,950
-1,135
5468
$34K ﹤0.01%
3,589
+1,207
5469
$34K ﹤0.01%
1,108
-1,348
5470
$34K ﹤0.01%
6,400
+100
5471
$34K ﹤0.01%
1,601
+1,546
5472
$34K ﹤0.01%
424
+118
5473
$34K ﹤0.01%
1,880
+1,180
5474
$33K ﹤0.01%
8,440
+4,272
5475
$33K ﹤0.01%
8,280
+5,635