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
$594B
AUM Growth
+$36.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,888
New
Increased
Reduced
Closed

Top Buys

1
+$4.66B
2
+$3.86B
3
+$898M
4
JNJ icon
Johnson & Johnson
JNJ
+$663M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$631M

Top Sells

1
+$1.88B
2
+$895M
3
+$703M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$568M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$560M

Sector Composition

1 Technology 9.97%
2 Financials 8.51%
3 Healthcare 7.76%
4 Industrials 7.14%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.63B 0.56%
131,445,762
-2,797,606
27
$3.46B 0.54%
36,373,194
+2,826,539
28
$3.4B 0.53%
40,733,408
+981,521
29
$3.39B 0.53%
49,888,586
-7,665,092
30
$3.37B 0.52%
16,251,252
+263,466
31
$3.31B 0.52%
22,041,337
+433,200
32
$3.27B 0.51%
30,468,036
+595,308
33
$3.14B 0.49%
46,426,656
+1,871,589
34
$3.09B 0.48%
19,371,843
+744,014
35
$3.04B 0.47%
27,150,186
+1,918,748
36
$3.01B 0.47%
56,399,212
-2,180,864
37
$2.99B 0.47%
8,653,380
-934,876
38
$2.97B 0.46%
37,834,869
+1,436,246
39
$2.95B 0.46%
71,841,361
-216,653
40
$2.91B 0.45%
15,679,857
+4,834,834
41
$2.82B 0.44%
46,703,180
+179,520
42
$2.81B 0.44%
18,628,541
-5,938,396
43
$2.73B 0.43%
107,575,764
+9,484,699
44
$2.65B 0.41%
65,827,990
+1,113,460
45
$2.55B 0.4%
28,962,881
-5,037,724
46
$2.54B 0.4%
48,322,960
+8,521,672
47
$2.5B 0.39%
20,437,891
-1,065,401
48
$2.49B 0.39%
15,168,091
-1,043,876
49
$2.49B 0.39%
53,919,324
-1,645,122
50
$2.48B 0.39%
29,746,620
-2,343,947
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