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
6026
$2K ﹤0.01%
215
-2
6027
$2K ﹤0.01%
1,414
+405
6028
$2K ﹤0.01%
+607
6029
$2K ﹤0.01%
300
-65
6030
$2K ﹤0.01%
71
-12
6031
$2K ﹤0.01%
+139
6032
$2K ﹤0.01%
219
-5,644
6033
$2K ﹤0.01%
+646
6034
$2K ﹤0.01%
454
-9,546
6035
$2K ﹤0.01%
741
-3,358
6036
$2K ﹤0.01%
1,022
-269
6037
$1K ﹤0.01%
1,275
6038
$1K ﹤0.01%
35
6039
$1K ﹤0.01%
+150
6040
$1K ﹤0.01%
+288
6041
$1K ﹤0.01%
1,014
+621
6042
$1K ﹤0.01%
120
+111
6043
$1K ﹤0.01%
71
-1,201
6044
$1K ﹤0.01%
1,223
+40
6045
$1K ﹤0.01%
+395
6046
$1K ﹤0.01%
+1,000
6047
$1K ﹤0.01%
425
+314
6048
$1K ﹤0.01%
1,296
-1,310
6049
$1K ﹤0.01%
500
-16,900
6050
$1K ﹤0.01%
723
-124