Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. 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 Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,798
New
Increased
Reduced
Closed

Top Buys

1
+$841M
2
+$750M
3
+$663M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$628M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$470M

Top Sells

1
+$1.42B
2
+$710M
3
+$612M
4
VTRS icon
Viatris
VTRS
+$514M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$473M

Sector Composition

1 Healthcare 9.52%
2 Technology 8.5%
3 Industrials 8.06%
4 Consumer Staples 7.76%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75B 0.41%
23,225,535
+1,067,274
52
$1.71B 0.4%
15,190,588
+590,210
53
$1.71B 0.4%
52,354,644
+689,802
54
$1.62B 0.38%
16,911,277
-371,811
55
$1.62B 0.38%
45,993,300
+628,320
56
$1.57B 0.37%
17,793,801
+679,161
57
$1.55B 0.36%
4,513,091
+138,401
58
$1.54B 0.36%
33,911,538
+492,055
59
$1.53B 0.36%
22,463,853
-1,572,012
60
$1.53B 0.35%
19,317,219
+981,744
61
$1.51B 0.35%
43,714,647
+1,994,035
62
$1.49B 0.34%
20,045,164
-475,359
63
$1.47B 0.34%
17,623,581
-158,334
64
$1.46B 0.34%
26,139,773
-1,849,039
65
$1.46B 0.34%
26,482,348
+165,764
66
$1.46B 0.34%
10,620,904
+293,099
67
$1.45B 0.34%
11,375,327
+66,282
68
$1.45B 0.34%
41,051,835
+8,306,859
69
$1.42B 0.33%
56,219,190
-17,494,236
70
$1.41B 0.33%
16,254,350
+1,771,277
71
$1.41B 0.33%
18,056,405
+1,540,728
72
$1.41B 0.33%
40,655,440
+951,320
73
$1.39B 0.32%
12,926,889
+86,519
74
$1.34B 0.31%
18,416,149
+327,413
75
$1.29B 0.3%
20,032,234
-279,281
1 2
3
4 5