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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

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
+25.25%
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
6001
$2K ﹤0.01%
+646
6002
$2K ﹤0.01%
454
-9,546
6003
$2K ﹤0.01%
741
-3,358
6004
$2K ﹤0.01%
1,022
-269
6005
$2K ﹤0.01%
168
-132
6006
$2K ﹤0.01%
+307
6007
$2K ﹤0.01%
+111
6008
$2K ﹤0.01%
2,231
+231
6009
$2K ﹤0.01%
132
-1,315
6010
$2K ﹤0.01%
5,000
6011
$2K ﹤0.01%
2,928
+1,656
6012
$2K ﹤0.01%
+1,826
6013
$2K ﹤0.01%
+390
6014
$2K ﹤0.01%
215
-2
6015
$2K ﹤0.01%
1,414
+405
6016
$2K ﹤0.01%
+424
6017
$2K ﹤0.01%
332
6018
$2K ﹤0.01%
13
+3
6019
$2K ﹤0.01%
20
6020
$2K ﹤0.01%
+3,104
6021
$2K ﹤0.01%
18
+12
6022
0
6023
$2K ﹤0.01%
796
-20,000
6024
$2K ﹤0.01%
473
-546
6025
$2K ﹤0.01%
1,938
+438