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
51
$2.19B 0.39%
21,897,379
-1,864,667
52
$2.16B 0.39%
7,558,821
+314,481
53
$2.13B 0.38%
39,348,323
+725,504
54
$2.08B 0.38%
26,411,920
+1,334,557
55
$2.08B 0.38%
10,710,624
-382,143
56
$2.06B 0.37%
8,249,065
-156,050
57
$2.04B 0.37%
46,172,302
-5,468,866
58
$2.02B 0.36%
11,026,746
+200,232
59
$2B 0.36%
7,054,735
+168,976
60
$2B 0.36%
12,067,222
-767,641
61
$1.99B 0.36%
36,536,403
-3,433,035
62
$1.94B 0.35%
21,499,910
+870,495
63
$1.92B 0.35%
32,309,754
+4,290,828
64
$1.91B 0.34%
35,764,335
-1,557,252
65
$1.9B 0.34%
80,138,510
+8,830,980
66
$1.89B 0.34%
44,760,781
+1,519,258
67
$1.86B 0.34%
15,048,225
-454,178
68
$1.86B 0.34%
21,482,271
+936,939
69
$1.86B 0.33%
33,090,232
-379,553
70
$1.83B 0.33%
31,992,410
+5,295,925
71
$1.79B 0.32%
38,863,986
+2,212,035
72
$1.79B 0.32%
62,239,550
-8,401,960
73
$1.78B 0.32%
51,807,992
+782,456
74
$1.76B 0.32%
18,868,735
+398,210
75
$1.76B 0.32%
12,874,593
+1,463,785
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3
4 5