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
$524B
AUM Growth
-$69.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Buys

1
+$1.74B
2
+$1.44B
3
+$1.02B
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.01B
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$984M

Top Sells

1
+$3.28B
2
+$794M
3
+$578M
4
HSBC icon
HSBC
HSBC
+$533M
5
EMR icon
Emerson Electric
EMR
+$519M

Sector Composition

1 Technology 9.1%
2 Healthcare 7.98%
3 Financials 7.97%
4 Industrials 6.13%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.3B 0.58%
45,222,304
-1,204,352
27
$3.22B 0.56%
38,811,014
-1,922,394
28
$3.16B 0.56%
28,620,259
+1,470,073
29
$3.13B 0.55%
55,685,491
-713,721
30
$2.96B 0.52%
43,444,057
-998,313
31
$2.96B 0.52%
22,447,867
+406,530
32
$2.94B 0.52%
123,468,037
-7,977,725
33
$2.87B 0.5%
31,190,451
+1,443,831
34
$2.81B 0.49%
47,871,587
-2,016,999
35
$2.8B 0.49%
73,598,527
+1,757,166
36
$2.8B 0.49%
53,636,440
+6,933,260
37
$2.79B 0.49%
28,144,869
-5,120,558
38
$2.74B 0.48%
15,934,486
-316,766
39
$2.64B 0.46%
55,661,222
+1,741,898
40
$2.57B 0.45%
23,618,822
+3,180,931
41
$2.5B 0.44%
101,480,442
+9,702,347
42
$2.44B 0.43%
13,743,879
+478,693
43
$2.44B 0.43%
18,464,909
-906,934
44
$2.42B 0.42%
18,418,423
-210,118
45
$2.35B 0.41%
19,322,431
+803,087
46
$2.33B 0.41%
15,124,286
-555,571
47
$2.33B 0.41%
21,258,884
+4,091,014
48
$2.29B 0.4%
44,318,540
+2,911,100
49
$2.29B 0.4%
49,314,252
+4,892,376
50
$2.25B 0.4%
8,591,092
-62,288
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