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
5551
$25K ﹤0.01%
6,306
+220
5552
$25K ﹤0.01%
7,028
-116
5553
$25K ﹤0.01%
2,945
+3
5554
$25K ﹤0.01%
614
+134
5555
$25K ﹤0.01%
1,000
-3,500
5556
$25K ﹤0.01%
3,533
+1,834
5557
$25K ﹤0.01%
+2,500
5558
$24K ﹤0.01%
1,000
5559
$24K ﹤0.01%
2,191
+13
5560
$24K ﹤0.01%
450
-15,375
5561
$24K ﹤0.01%
808
-1,014
5562
$24K ﹤0.01%
2,542
-1,661
5563
$23K ﹤0.01%
2,094
+1,820
5564
$23K ﹤0.01%
1,061
5565
$23K ﹤0.01%
6,441
+1,834
5566
$23K ﹤0.01%
16
+10
5567
$23K ﹤0.01%
190
+185
5568
$23K ﹤0.01%
2,800
5569
$23K ﹤0.01%
2,182
+1,333
5570
$23K ﹤0.01%
2,174
5571
$23K ﹤0.01%
2,365
+131
5572
$22K ﹤0.01%
1,071
-274
5573
$22K ﹤0.01%
753
+411
5574
$22K ﹤0.01%
+3,170
5575
$22K ﹤0.01%
5,474
+2,748