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
$946B
AUM Growth
+$18.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,138
New
Increased
Reduced
Closed

Top Buys

1
+$13.3B
2
+$13.3B
3
+$4.76B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.43B
5
AAPL icon
Apple
AAPL
+$2.51B

Top Sells

1
+$3.86B
2
+$784M
3
+$754M
4
MCHP icon
Microchip Technology
MCHP
+$617M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$593M

Sector Composition

1 Technology 13.23%
2 Financials 7.73%
3 Healthcare 7.49%
4 Industrials 5.77%
5 Consumer Discretionary 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.71B 0.56%
40,891,280
+360,360
27
$5.64B 0.55%
11,057,778
+700,504
28
$5.33B 0.52%
30,079,943
+1,111,860
29
$5.26B 0.51%
38,365,577
-584,120
30
$5.13B 0.5%
81,450,060
+2,818,540
31
$4.72B 0.46%
25,522,189
+754,879
32
$4.58B 0.45%
24,952,337
+1,517,040
33
$4.54B 0.44%
58,189,816
+363,037
34
$4.47B 0.43%
7,754,353
+163,230
35
$4.45B 0.43%
14,869,958
-1,951,556
36
$4.44B 0.43%
79,699,986
-6,615,153
37
$4.36B 0.42%
28,544,086
+849,652
38
$4.29B 0.42%
111,896,252
+27,598,530
39
$4.18B 0.41%
34,548,442
+3,851,092
40
$4.12B 0.4%
45,074,601
-42,171,801
41
$4.07B 0.4%
5,326,364
+100,903
42
$3.94B 0.38%
51,943,708
-1,184,266
43
$3.93B 0.38%
47,615,342
-2,653,991
44
$3.89B 0.38%
17,514,363
+1,928,629
45
$3.89B 0.38%
45,881,227
+2,175,791
46
$3.82B 0.37%
19,656,776
-187,181
47
$3.78B 0.37%
14,523,173
-61,482
48
$3.77B 0.37%
27,476,446
+1,017,708
49
$3.7B 0.36%
53,849,543
-1,442,170
50
$3.7B 0.36%
17,233,156
+533,653
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