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
51
$2.31B 0.38%
19,212,711
+966,190
52
$2.29B 0.38%
40,974,220
-1,543,160
53
$2.26B 0.37%
42,542,432
+1,895,244
54
$2.23B 0.37%
26,694,940
+2,305,071
55
$2.21B 0.37%
39,801,288
-1,088,184
56
$2.13B 0.35%
86,696,312
+7,786,701
57
$2.12B 0.35%
31,403,330
+1,816,391
58
$2.06B 0.34%
13,157,781
+357,669
59
$2.05B 0.34%
30,678,794
+134,458
60
$2.03B 0.34%
48,562,096
+12,113,544
61
$2.03B 0.34%
4,061,342
-146,484
62
$1.99B 0.33%
35,054,657
+999,585
63
$1.97B 0.33%
10,608,066
+2,626,882
64
$1.91B 0.32%
5,685,673
+362,734
65
$1.9B 0.31%
14,264,888
+310,187
66
$1.89B 0.31%
13,360,525
-2,821,604
67
$1.88B 0.31%
25,723,069
+7,158,173
68
$1.88B 0.31%
20,275,176
-2,367,175
69
$1.86B 0.31%
10,845,023
+2,582,710
70
$1.85B 0.31%
17,629,153
-620,023
71
$1.83B 0.3%
7,453,186
+5,805
72
$1.8B 0.3%
16,914,458
-837,941
73
$1.77B 0.29%
34,361,199
+2,975,843
74
$1.75B 0.29%
22,991,437
+1,595,030
75
$1.73B 0.29%
12,928,944
+50,865
1 2
3
4 5