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
$227B
AUM Growth
-$24.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,445
New
Increased
Reduced
Closed

Top Buys

1
+$650M
2
+$345M
3
+$303M
4
PBR.A icon
Petrobras Class A
PBR.A
+$287M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$285M

Top Sells

1
+$1.15B
2
+$879M
3
+$767M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$701M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$681M

Sector Composition

1 Industrials 9.28%
2 Healthcare 8.54%
3 Technology 8.52%
4 Financials 8.32%
5 Energy 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26B 0.45%
11,206,306
-1,149,567
27
$1.24B 0.44%
46,911,383
+1,044,641
28
$1.24B 0.44%
17,075,073
-5,955,402
29
$1.22B 0.44%
14,667,297
-9,200,891
30
$1.16B 0.42%
10,468,880
-63,630
31
$1.14B 0.41%
24,272,702
-8,131,107
32
$1.13B 0.4%
38,859,115
+2,131,765
33
$1.08B 0.39%
7,049,081
-566,319
34
$1.08B 0.38%
25,468,832
-4,232,093
35
$1.03B 0.37%
12,045,375
-54,447
36
$994M 0.35%
18,366,301
-3,470,275
37
$987M 0.35%
10,532,180
-7,053,339
38
$987M 0.35%
10,465,749
-756,042
39
$981M 0.35%
14,990,986
-5,794,980
40
$953M 0.34%
37,565,366
-11,540,830
41
$896M 0.32%
8,580,492
-6,480,031
42
$883M 0.32%
16,298,762
-2,703,487
43
$867M 0.31%
7,505,941
-527,538
44
$863M 0.31%
20,660,044
+1,899,868
45
$846M 0.3%
5,634,479
+7,112
46
$845M 0.3%
8,095,822
-3,706,007
47
$842M 0.3%
10,342,822
-1,984,438
48
$835M 0.3%
11,238,950
-3,993,764
49
$834M 0.3%
8,656,152
-46,516
50
$815M 0.29%
7,457,968
-3,972,639
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