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
+7.64%
1 Year Return
+17.6%
3 Year Return
+62.56%
5 Year Return
+102.5%
10 Year Return
+211.8%
AUM
$928B
AUM Growth
+$38B
(+4.3%)
Cap. Flow
-$28.6B
Cap. Flow
% of AUM
-3.08%
Top 10 Holdings %
Top 10 Hldgs %
16.2%
Holding
8,083
New
647
Increased
3,570
Reduced
2,821
Closed
340
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.08B |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$901M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$826M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$750M |
| 5 |
Principal Financial Group
PFG
|
+$710M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$11.6B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$6.57B |
| 3 |
Tesla
TSLA
|
+$1.43B |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.41B |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$1.07B |
Sector Composition
| 1 | Technology | 14.12% |
| 2 | Financials | 7.79% |
| 3 | Healthcare | 7.66% |
| 4 | Consumer Discretionary | 6.31% |
| 5 | Industrials | 5.96% |