Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$557B
AUM Growth
+$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,819
New
Increased
Reduced
Closed

Top Buys

1
+$8.97B
2
+$3.51B
3
+$769M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$625M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$616M

Top Sells

1
+$761M
2
+$680M
3
+$579M
4
TIF
Tiffany & Co.
TIF
+$567M
5
PAYX icon
Paychex
PAYX
+$531M

Sector Composition

1 Technology 10.08%
2 Financials 8.59%
3 Healthcare 7.1%
4 Industrials 7.06%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.45B 0.57%
28,457,482
+125,270
27
$3.32B 0.55%
39,751,887
+2,254,670
28
$3.3B 0.55%
24,566,937
+815,879
29
$3.29B 0.55%
29,872,728
+536,120
30
$3.15B 0.52%
16,211,967
+3,994
31
$3.12B 0.52%
15,987,786
-2,166,818
32
$3.07B 0.51%
61,775,924
+163,493
33
$3.07B 0.51%
28,066,591
+552,765
34
$3.04B 0.5%
72,058,014
-587,888
35
$2.95B 0.49%
58,580,076
-389,123
36
$2.86B 0.47%
21,608,137
+476,754
37
$2.83B 0.47%
9,588,256
+1,000,425
38
$2.8B 0.46%
33,546,655
+1,350,887
39
$2.75B 0.46%
25,231,438
+3,195,187
40
$2.72B 0.45%
21,503,292
-1,176,919
41
$2.68B 0.44%
34,000,605
+295,427
42
$2.63B 0.44%
46,523,660
+2,327,980
43
$2.61B 0.43%
36,398,623
+4,639,355
44
$2.58B 0.43%
44,555,067
-2,695,905
45
$2.57B 0.43%
18,627,829
+529,788
46
$2.52B 0.42%
64,714,530
+2,083,330
47
$2.5B 0.41%
32,090,567
-8,716,858
48
$2.44B 0.4%
55,564,446
-1,598,879
49
$2.38B 0.39%
98,091,065
-6,774,385
50
$2.33B 0.39%
20,632,260
+87,915
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