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
5726
$9K ﹤0.01%
203
5727
$9K ﹤0.01%
1,200
5728
$9K ﹤0.01%
605
+17
5729
$9K ﹤0.01%
2,415
-13,105
5730
$9K ﹤0.01%
+156
5731
$9K ﹤0.01%
943
+126
5732
$9K ﹤0.01%
12,148
-2,707
5733
$9K ﹤0.01%
+100
5734
$8K ﹤0.01%
1,685
-471
5735
$8K ﹤0.01%
252
5736
$8K ﹤0.01%
70
-1
5737
$8K ﹤0.01%
601
+1
5738
$8K ﹤0.01%
767
-112
5739
$8K ﹤0.01%
3,136
-9,352
5740
$8K ﹤0.01%
557
+141
5741
$8K ﹤0.01%
532
-51
5742
$8K ﹤0.01%
749
+193
5743
$8K ﹤0.01%
13,145
+1,145
5744
$8K ﹤0.01%
234
-1,209
5745
$8K ﹤0.01%
558
5746
$8K ﹤0.01%
793
+93
5747
$8K ﹤0.01%
1,309
+142
5748
$8K ﹤0.01%
400
5749
$8K ﹤0.01%
418
-121
5750
$8K ﹤0.01%
2,098
+1,948