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
$528B
AUM Growth
-$116B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,703
New
Increased
Reduced
Closed

Top Buys

1
+$7.66B
2
+$4.25B
3
+$1.76B
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.26B
5
QQQ icon
Invesco QQQ Trust
QQQ
+$957M

Top Sells

1
+$2.04B
2
+$1.98B
3
+$1.75B
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.12B
5
AAPL icon
Apple
AAPL
+$915M

Sector Composition

1 Technology 11.42%
2 Healthcare 8.77%
3 Financials 7.77%
4 Industrials 5.76%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.44B 0.62%
27,890,514
-2,898,882
27
$3.4B 0.61%
28,275,424
+2,380,009
28
$3.35B 0.6%
17,939,241
-69,256
29
$3.26B 0.59%
17,107,635
+5,025,340
30
$3.19B 0.57%
28,999,212
+1,054,788
31
$3.12B 0.56%
18,718,849
+1,730,125
32
$2.96B 0.53%
30,214,741
+304,424
33
$2.96B 0.53%
33,451,246
-1,304,552
34
$2.91B 0.52%
21,772,441
-234,647
35
$2.88B 0.52%
8,498,752
+214,291
36
$2.83B 0.51%
91,348,329
-12,896,217
37
$2.64B 0.47%
43,836,360
-822,768
38
$2.6B 0.47%
48,117,132
-382,751
39
$2.53B 0.46%
114,874,979
-3,115,699
40
$2.5B 0.45%
31,630,035
-22,165,545
41
$2.5B 0.45%
56,551,172
+2,006,744
42
$2.5B 0.45%
43,002,980
+536,300
43
$2.46B 0.44%
73,220,920
+5,689,814
44
$2.46B 0.44%
21,269,837
+10,871,825
45
$2.42B 0.44%
5,505,224
+1,116,126
46
$2.38B 0.43%
62,901,639
-241,494
47
$2.36B 0.43%
22,831,875
+1,572,312
48
$2.36B 0.42%
24,391,056
-2,614,061
49
$2.32B 0.42%
20,127,974
-4,353,558
50
$2.27B 0.41%
52,684,489
+2,018,332
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