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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
6026
$2K ﹤0.01%
203
-22,854
6027
$2K ﹤0.01%
1,109
-34,376
6028
$2K ﹤0.01%
+500
6029
$2K ﹤0.01%
6,406
-1,079
6030
$2K ﹤0.01%
+1,054
6031
$2K ﹤0.01%
2,154
-21,200
6032
$2K ﹤0.01%
1,283
+783
6033
$2K ﹤0.01%
223
-9,046
6034
$2K ﹤0.01%
694
+256
6035
$2K ﹤0.01%
541
-19,673
6036
$2K ﹤0.01%
5,000
6037
$1K ﹤0.01%
22
-2,533
6038
$1K ﹤0.01%
84
+73
6039
$1K ﹤0.01%
+151
6040
$1K ﹤0.01%
+54
6041
$1K ﹤0.01%
14
6042
$1K ﹤0.01%
20
6043
$1K ﹤0.01%
529
-876
6044
$1K ﹤0.01%
111
+80
6045
$1K ﹤0.01%
13
+5
6046
$1K ﹤0.01%
366
+352
6047
$1K ﹤0.01%
+3
6048
$1K ﹤0.01%
427
-23,434
6049
$1K ﹤0.01%
21
-126
6050
$1K ﹤0.01%
121
-906