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
6551
-394,570
6552
-4,645
6553
$0 ﹤0.01%
6
-578
6554
-552
6555
-100,813
6556
-32,560
6557
-17,846
6558
$0 ﹤0.01%
4
6559
-448
6560
-178,837
6561
-42,697
6562
-5,000
6563
-15,809
6564
-3,792,668
6565
-416
6566
-78,732
6567
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6568
-1,389,724
6569
-27,655
6570
-496,991
6571
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6572
-1,331,737
6573
-3,700
6574
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6575
-1,806,359