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
76
$1.71B 0.31%
30,698,305
+2,688,319
77
$1.7B 0.31%
12,055,912
+333,456
78
$1.7B 0.31%
14,415,815
-3,961,881
79
$1.68B 0.3%
8,440,192
+1,894,088
80
$1.68B 0.3%
12,724,968
+2,519,244
81
$1.67B 0.3%
252,865,560
-9,401,200
82
$1.66B 0.3%
59,280,580
-72,810,738
83
$1.61B 0.29%
22,159,473
-1,971,326
84
$1.6B 0.29%
27,063,212
+2,217,938
85
$1.59B 0.29%
11,045,592
+1,956,134
86
$1.59B 0.29%
17,091,715
-1,378,792
87
$1.58B 0.29%
12,910,023
+206,250
88
$1.58B 0.28%
7,802,633
+260,081
89
$1.58B 0.28%
75,721,177
+1,168,082
90
$1.56B 0.28%
10,786,347
-420,090
91
$1.55B 0.28%
28,436,507
-336,510
92
$1.55B 0.28%
11,144,650
+3,021,328
93
$1.54B 0.28%
4,836,513
-113,643
94
$1.51B 0.27%
11,719,992
-701,360
95
$1.49B 0.27%
8,432,014
+814,247
96
$1.48B 0.27%
13,283,935
-1,557,818
97
$1.48B 0.27%
13,753,298
-1,254,932
98
$1.46B 0.26%
26,026,140
-5,238,232
99
$1.46B 0.26%
28,814,809
+1,531,756
100
$1.43B 0.26%
12,179,851
+1,249,242
2 3
4
5 6