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
76
$2.49B 0.28%
19,224,003
-1,694,835
77
$2.47B 0.28%
38,785,605
-791,735
78
$2.45B 0.28%
22,354,086
+305,026
79
$2.45B 0.28%
53,914,528
+14,144,564
80
$2.44B 0.28%
62,054,338
-8,905,978
81
$2.42B 0.28%
20,536,320
-3,859,871
82
$2.41B 0.28%
9,730,242
-105,038
83
$2.38B 0.27%
36,326,759
+2,285,674
84
$2.37B 0.27%
67,726,086
-11,878
85
$2.24B 0.26%
22,182,898
+1,127,591
86
$2.18B 0.25%
34,208,907
+709,250
87
$2.15B 0.24%
3,931,672
+1,007,325
88
$2.1B 0.24%
13,399,409
+270,648
89
$2.07B 0.24%
14,146,596
+2,517,094
90
$1.99B 0.23%
24,015,444
-668,453
91
$1.99B 0.23%
6,440,021
-227,810
92
$1.97B 0.22%
20,092,344
+2,526,154
93
$1.97B 0.22%
9,873,253
-402,388
94
$1.94B 0.22%
15,612,929
+908,246
95
$1.94B 0.22%
40,453,185
-2,507,009
96
$1.94B 0.22%
5,854,772
-405,509
97
$1.94B 0.22%
14,279,906
+507,764
98
$1.87B 0.21%
5,376,774
-109,837
99
$1.86B 0.21%
10,984,839
-944,800
100
$1.85B 0.21%
21,767,134
-1,435,535
2 3
4
5 6