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
+8.54%
1 Year Return
+17.6%
3 Year Return
+62.56%
5 Year Return
+102.5%
10 Year Return
+211.8%
AUM
$795B
AUM Growth
+$34B
(+4.5%)
Cap. Flow
-$26.3B
Cap. Flow
% of AUM
-3.31%
Top 10 Holdings %
Top 10 Hldgs %
14.36%
Holding
7,842
New
575
Increased
3,356
Reduced
2,755
Closed
408
Top Buys
| 1 |
iShares US Treasury Bond ETF
GOVT
|
+$1.99B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.32B |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
+$1.19B |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$988M |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$859M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.33B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$6.3B |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$4.35B |
| 4 |
Vanguard Value ETF
VTV
|
+$4.34B |
| 5 |
Apple
AAPL
|
+$2.05B |
Sector Composition
| 1 | Technology | 11.27% |
| 2 | Healthcare | 8.46% |
| 3 | Financials | 8.34% |
| 4 | Industrials | 6.27% |
| 5 | Consumer Discretionary | 5.29% |
