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
-5.85%
1 Year Return
+17.6%
3 Year Return
+62.56%
5 Year Return
+102.5%
10 Year Return
+211.8%
AUM
$350B
AUM Growth
+$93.6B
(+36%)
Cap. Flow
+$115B
Cap. Flow
% of AUM
32.75%
Top 10 Holdings %
Top 10 Hldgs %
10.18%
Holding
6,595
New
219
Increased
3,363
Reduced
2,057
Closed
321
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
+$1.78B |
| 2 |
Vanguard Value ETF
VTV
|
+$1.68B |
| 3 |
iShares MBS ETF
MBB
|
+$1.54B |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$1.36B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.34B |
Top Sells
| 1 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
+$1.18B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1B |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$909M |
| 4 |
TSMC
TSM
|
+$459M |
| 5 |
DTV
DIRECTV COM STK (DE)
DTV
|
+$459M |
Sector Composition
| 1 | Healthcare | 9.38% |
| 2 | Technology | 9.15% |
| 3 | Financials | 8.93% |
| 4 | Industrials | 8.75% |
| 5 | Consumer Staples | 6.91% |