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
101
$1.42B 0.26%
9,621,895
-825,158
102
$1.38B 0.25%
6,341,324
+125,833
103
$1.38B 0.25%
12,197,051
-1,429,159
104
$1.29B 0.23%
15,741,296
-8,567,835
105
$1.29B 0.23%
33,996,242
-11,849,294
106
$1.27B 0.23%
5,257,256
-115,128
107
$1.23B 0.22%
13,814,122
-22,137,233
108
$1.23B 0.22%
14,267,141
-379,387
109
$1.2B 0.22%
7,294,501
+2,985,147
110
$1.16B 0.21%
15,181,868
+2,206,867
111
$1.15B 0.21%
37,286,108
-10,064,043
112
$1.13B 0.2%
22,531,184
-1,303,032
113
$1.12B 0.2%
15,285,548
-1,093,498
114
$1.11B 0.2%
20,110,452
+1,493,829
115
$1.1B 0.2%
9,948,962
+760,277
116
$1.08B 0.2%
16,497,862
-405,972
117
$1.08B 0.2%
31,725,782
-1,537,016
118
$1.07B 0.19%
6,523,483
-494,500
119
$1.03B 0.19%
21,251,034
-3,368,855
120
$985M 0.18%
7,150,563
-651,308
121
$981M 0.18%
10,251,300
+319,734
122
$981M 0.18%
34,171,302
-1,614,387
123
$969M 0.17%
6,975,653
+845,103
124
$925M 0.17%
7,972,494
+234,887
125
$914M 0.16%
6,080,021
+490,980
3 4
5
6 7