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
5526
$28K ﹤0.01%
19,909
-1,652
5527
$28K ﹤0.01%
14,879
+1,069
5528
$27K ﹤0.01%
24,671
-43,264
5529
$27K ﹤0.01%
942
-253
5530
$27K ﹤0.01%
1,018
-3,102
5531
$27K ﹤0.01%
640
+500
5532
$27K ﹤0.01%
3,500
5533
$27K ﹤0.01%
486
+412
5534
$27K ﹤0.01%
1,195
+222
5535
$27K ﹤0.01%
3,000
5536
$27K ﹤0.01%
1,929
+594
5537
$27K ﹤0.01%
20,871
-4,499
5538
$27K ﹤0.01%
81,633
-215,013
5539
$26K ﹤0.01%
523
5540
$26K ﹤0.01%
929
+789
5541
$26K ﹤0.01%
1,282
+124
5542
$26K ﹤0.01%
409
+217
5543
$26K ﹤0.01%
401
-457
5544
$26K ﹤0.01%
848
5545
$26K ﹤0.01%
23,074
+9,295
5546
$26K ﹤0.01%
480
5547
$26K ﹤0.01%
2,929
+356
5548
$26K ﹤0.01%
18,807
+5,129
5549
$26K ﹤0.01%
1,056
+121
5550
$25K ﹤0.01%
1,670