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
$795B
AUM Growth
+$34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,842
New
Increased
Reduced
Closed

Top Buys

1
+$1.99B
2
+$1.32B
3
+$1.19B
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$988M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$859M

Top Sells

1
+$6.33B
2
+$6.3B
3
+$4.35B
4
VTV icon
Vanguard Value ETF
VTV
+$4.34B
5
AAPL icon
Apple
AAPL
+$2.05B

Sector Composition

1 Technology 11.27%
2 Healthcare 8.46%
3 Financials 8.34%
4 Industrials 6.27%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.2B 0.36%
30,373,602
-1,916,155
52
$3.2B 0.36%
62,459,891
+1,199,714
53
$3.14B 0.36%
10,154,446
+70,815
54
$3.08B 0.35%
31,090,415
+3,516,808
55
$3.02B 0.34%
36,986,198
+3,668,311
56
$3B 0.34%
63,183,429
+25,012,927
57
$2.98B 0.34%
14,645,198
+48,578
58
$2.96B 0.34%
75,901,915
+744,035
59
$2.94B 0.33%
60,737,985
+1,262,430
60
$2.92B 0.33%
61,268,497
-2,496,971
61
$2.91B 0.33%
199,271,050
-18,661,670
62
$2.9B 0.33%
61,337,826
-2,941,287
63
$2.9B 0.33%
40,185,208
-568,581
64
$2.89B 0.33%
84,493,941
-6,551,284
65
$2.89B 0.33%
40,126,060
-5,061,691
66
$2.87B 0.33%
13,850,806
+1,860,793
67
$2.85B 0.32%
16,374,681
-267,371
68
$2.82B 0.32%
28,291,872
+13,254,469
69
$2.76B 0.31%
5,673,046
+1,712,238
70
$2.72B 0.31%
36,479,969
+4,589,688
71
$2.69B 0.31%
28,434,319
-533,673
72
$2.67B 0.3%
20,677,865
-220,440
73
$2.55B 0.29%
10,822,502
-515,033
74
$2.54B 0.29%
13,259,991
+517,777
75
$2.5B 0.28%
23,678,455
+5,849,700
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3
4 5