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
5751
$8K ﹤0.01%
557
+141
5752
$8K ﹤0.01%
532
-51
5753
$8K ﹤0.01%
749
+193
5754
$8K ﹤0.01%
13,145
+1,145
5755
$8K ﹤0.01%
234
-1,209
5756
$8K ﹤0.01%
533
5757
$8K ﹤0.01%
793
+93
5758
$8K ﹤0.01%
1,309
+142
5759
$7K ﹤0.01%
+249
5760
$7K ﹤0.01%
+275
5761
$7K ﹤0.01%
468
-16,864
5762
$7K ﹤0.01%
2,354
+705
5763
$7K ﹤0.01%
83
-50
5764
$7K ﹤0.01%
1,050
5765
$7K ﹤0.01%
243
5766
$7K ﹤0.01%
34,287
-20,096
5767
$7K ﹤0.01%
2
+1
5768
$7K ﹤0.01%
1,191
+191
5769
$7K ﹤0.01%
413
-321
5770
$7K ﹤0.01%
+4
5771
$7K ﹤0.01%
360
-215
5772
$7K ﹤0.01%
2,002
-1,123
5773
$7K ﹤0.01%
802
+176
5774
$7K ﹤0.01%
144
5775
$7K ﹤0.01%
50