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
$1.08T
AUM Growth
-$62.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,551
New
Increased
Reduced
Closed

Top Buys

1
+$1.08B
2
+$969M
3
+$903M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$870M
5
ABBV icon
AbbVie
ABBV
+$779M

Top Sells

1
+$9.43B
2
+$4.39B
3
+$2.29B
4
MSFT icon
Microsoft
MSFT
+$1.89B
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.6B

Sector Composition

1 Technology 15.71%
2 Financials 8.27%
3 Consumer Discretionary 6%
4 Healthcare 5.9%
5 Industrials 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.2B 0.35%
43,416,154
-945,987
52
$4.16B 0.35%
18,556,036
-431,088
53
$4.1B 0.34%
9,043,643
-846,164
54
$3.93B 0.33%
7,776,946
+39,991
55
$3.86B 0.32%
160,244,548
+3,858,438
56
$3.82B 0.32%
13,165,728
+593,231
57
$3.79B 0.32%
21,650,863
+2,510,669
58
$3.78B 0.32%
13,053,031
-147,662
59
$3.78B 0.32%
11,399,880
-1,039,935
60
$3.72B 0.31%
64,068,771
+13,198,415
61
$3.69B 0.31%
32,066,508
+1,052,941
62
$3.67B 0.31%
25,320,235
-1,711,561
63
$3.66B 0.31%
18,452,222
+6,846
64
$3.63B 0.3%
36,444,942
-2,423,082
65
$3.59B 0.3%
23,639,692
-3,397,030
66
$3.56B 0.3%
63,111,831
-1,563,736
67
$3.55B 0.3%
16,149,804
-1,284,783
68
$3.46B 0.29%
14,454,627
-24,019
69
$3.32B 0.28%
73,174,421
+4,180,821
70
$3.29B 0.28%
30,881,189
+5,297,542
71
$3.26B 0.27%
22,537,859
-2,139,231
72
$3.2B 0.27%
3,021,426
-24,171
73
$3.11B 0.26%
13,772,960
+197,999
74
$3.09B 0.26%
9,237,449
-657,147
75
$3.01B 0.25%
29,109,060
-1,150,429
1 2
3
4 5