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
-0.68%
1 Year Return
+17.6%
3 Year Return
+62.56%
5 Year Return
+102.5%
10 Year Return
+211.8%
AUM
$532B
AUM Growth
-$12.9B
(-2.4%)
Cap. Flow
-$5.05B
Cap. Flow
% of AUM
-0.95%
Top 10 Holdings %
Top 10 Hldgs %
13.08%
Holding
6,656
New
298
Increased
3,030
Reduced
2,583
Closed
177
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$8.94B |
| 2 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
+$736M |
| 3 |
Boeing
BA
|
+$711M |
| 4 |
Merck
MRK
|
+$693M |
| 5 |
NVIDIA
NVDA
|
+$594M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$5.01B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$4.86B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.71B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.46B |
| 5 |
iShare MSCI Eurozone ETF
EZU
|
+$873M |
Sector Composition
| 1 | Technology | 10.09% |
| 2 | Financials | 9.16% |
| 3 | Industrials | 7.55% |
| 4 | Healthcare | 7.36% |
| 5 | Consumer Discretionary | 5.31% |
