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
76
$2.98B 0.25%
25,759,745
-586,055
77
$2.94B 0.25%
16,172,312
-128,424
78
$2.92B 0.24%
5,544,074
-111,188
79
$2.91B 0.24%
12,514,706
-100,921
80
$2.85B 0.24%
11,757,215
+472,190
81
$2.85B 0.24%
33,225,233
-10,087,138
82
$2.83B 0.24%
15,078,721
-2,807,597
83
$2.79B 0.23%
16,727,034
+681,452
84
$2.77B 0.23%
36,677,065
+3,871,632
85
$2.75B 0.23%
46,438,225
-5,050,691
86
$2.72B 0.23%
23,003,658
-401,232
87
$2.68B 0.23%
9,574,909
+297,840
88
$2.64B 0.22%
10,911,532
-534,865
89
$2.56B 0.21%
47,329,589
-8,912,443
90
$2.46B 0.21%
4,934,082
-64,535
91
$2.45B 0.21%
27,478,729
-669,930
92
$2.45B 0.21%
3,850,640
-318,755
93
$2.39B 0.2%
9,688,957
-1,135,406
94
$2.37B 0.2%
12,003,162
-1,103,681
95
$2.36B 0.2%
18,810,288
-2,017,707
96
$2.36B 0.2%
36,580,553
+1,231,925
97
$2.36B 0.2%
18,706,788
+1,652,611
98
$2.33B 0.2%
10,231,540
-1,632,268
99
$2.33B 0.2%
26,098,692
+1,333,809
100
$2.28B 0.19%
29,042,511
+451,245
2 3
4
5 6