Bank of America Portfolio holdings
AUM
$1.24T
1-Year 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 Return
+4%
1 Year Return
+17.6%
3 Year Return
+62.56%
5 Year Return
+102.5%
10 Year Return
+211.8%
AUM
$259B
AUM Growth
+$31.3B
(+14%)
Cap. Flow
+$20.9B
Cap. Flow
% of AUM
8.08%
Top 10 Holdings %
Top 10 Hldgs %
12.75%
Holding
6,414
New
375
Increased
3,295
Reduced
2,020
Closed
209
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.02B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$656M |
| 3 |
3M
MMM
|
+$411M |
| 4 |
Baxter International
BAX
|
+$403M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$369M |
Top Sells
| 1 |
CHK
Chesapeake Energy Corporation
CHK
|
+$261M |
| 2 |
Conagra Brands
CAG
|
+$237M |
| 3 |
iShares MSCI Brazil ETF
EWZ
|
+$232M |
| 4 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
+$158M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$156M |
Sector Composition
| 1 | Industrials | 9.26% |
| 2 | Energy | 8.1% |
| 3 | Healthcare | 8.07% |
| 4 | Technology | 8.03% |
| 5 | Financials | 7.69% |
