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
76
$1.73B 0.29%
39,850,740
-5,031,639
77
$1.72B 0.29%
12,678,918
+864,272
78
$1.69B 0.28%
9,179,002
-5,763
79
$1.69B 0.28%
15,713,127
+2,289,489
80
$1.69B 0.28%
12,270,249
-135,308
81
$1.67B 0.28%
8,921,051
-237,208
82
$1.6B 0.27%
23,145,471
+415,445
83
$1.6B 0.26%
15,720,643
-1,804
84
$1.6B 0.26%
14,526,793
+638,597
85
$1.57B 0.26%
11,211,302
+361,436
86
$1.56B 0.26%
9,513,839
-259,294
87
$1.56B 0.26%
21,471,293
-427,099
88
$1.55B 0.26%
20,326,725
-464,914
89
$1.54B 0.25%
19,046,476
-6,305,867
90
$1.51B 0.25%
14,260,598
-760,901
91
$1.46B 0.24%
25,231,821
-896,443
92
$1.44B 0.24%
6,888,522
-62,149
93
$1.44B 0.24%
50,285,115
-508,212
94
$1.43B 0.24%
53,753,359
-5,232,596
95
$1.42B 0.24%
28,174,029
+4,344,522
96
$1.4B 0.23%
9,024,262
+252,534
97
$1.35B 0.22%
15,811,909
-24,866
98
$1.35B 0.22%
7,243,310
-602,804
99
$1.34B 0.22%
23,429,868
-644,390
100
$1.34B 0.22%
40,842,508
-1,303,804
2 3
4
5 6