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
$545B
AUM Growth
-$29.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,637
New
Increased
Reduced
Closed

Top Buys

1
+$1.38B
2
+$1.34B
3
+$1.15B
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$594M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$526M

Top Sells

1
+$10.4B
2
+$1.66B
3
+$1.23B
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.08B
5
GE icon
GE Aerospace
GE
+$1.03B

Sector Composition

1 Technology 9.55%
2 Financials 8.96%
3 Industrials 7.22%
4 Healthcare 7.08%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.56B 0.6%
60,866,340
-8,398,780
27
$3.52B 0.59%
18,554,184
-2,473,715
28
$3.46B 0.58%
74,959,030
-8,944,798
29
$3.37B 0.56%
40,246,189
-5,499,934
30
$3.34B 0.56%
63,012,454
-14,856,901
31
$3.28B 0.55%
71,353,266
+4,122,052
32
$3.26B 0.55%
33,009,356
+129,471
33
$3B 0.5%
17,022,632
-3,444,680
34
$2.9B 0.48%
33,150,582
+1,377,241
35
$2.87B 0.48%
97,768,564
-17,577,547
36
$2.85B 0.48%
26,931,261
-3,456,789
37
$2.84B 0.48%
8,848,597
-812,850
38
$2.81B 0.47%
26,952,989
+2,325,548
39
$2.8B 0.47%
46,097,111
-10,764,266
40
$2.77B 0.46%
33,528,582
-2,070,418
41
$2.77B 0.46%
22,108,050
-3,571,899
42
$2.72B 0.46%
23,222,080
-3,259,859
43
$2.68B 0.45%
58,371,366
-10,065,928
44
$2.65B 0.44%
18,006,371
-2,398,526
45
$2.64B 0.44%
21,973,840
-5,596,038
46
$2.49B 0.42%
31,017,596
+4,174,546
47
$2.48B 0.42%
34,749,822
-17,160,937
48
$2.45B 0.41%
64,474,370
+3,650,475
49
$2.34B 0.39%
44,458,400
-5,085,000
50
$2.3B 0.39%
11,701,962
-1,574,622
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