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
$574B
AUM Growth
+$126B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,646
New
Increased
Reduced
Closed

Top Buys

1
+$5.53B
2
+$3.62B
3
+$3.09B
4
VTV icon
Vanguard Value ETF
VTV
+$2.91B
5
MBB icon
iShares MBS ETF
MBB
+$2.82B

Top Sells

1
+$1.22B
2
+$759M
3
+$669M
4
MDLZ icon
Mondelez International
MDLZ
+$412M
5
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$363M

Sector Composition

1 Technology 9.49%
2 Financials 9.05%
3 Healthcare 8.14%
4 Industrials 7.69%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.42B 0.38%
50,417,740
+6,880,840
52
$2.41B 0.38%
15,413,489
-1,383,834
53
$2.41B 0.38%
49,543,400
+3,780,660
54
$2.41B 0.38%
22,856,236
+4,332,299
55
$2.37B 0.38%
13,739,778
+5,572,594
56
$2.33B 0.37%
13,276,584
+1,101,058
57
$2.33B 0.37%
60,482,436
+9,081,421
58
$2.21B 0.35%
24,627,441
+4,157,241
59
$2.18B 0.35%
60,823,895
+3,624,450
60
$2.16B 0.34%
18,996,690
+6,897,277
61
$2.15B 0.34%
30,211,726
+10,872,023
62
$2.14B 0.34%
18,495,466
+3,093,348
63
$2.12B 0.34%
10,307,568
+2,189,073
64
$2.03B 0.32%
31,445,302
+7,788,793
65
$2.01B 0.32%
16,247,726
+9,312,787
66
$2B 0.32%
41,444,709
+41,827
67
$1.98B 0.32%
14,205,406
+7,908,285
68
$1.97B 0.31%
43,916,971
+7,560,121
69
$1.96B 0.31%
26,843,050
+4,070,705
70
$1.89B 0.3%
10,315,720
+859,574
71
$1.88B 0.3%
12,867,963
+3,139,662
72
$1.88B 0.3%
13,520,809
-1,055,242
73
$1.84B 0.29%
70,556,988
+22,093,464
74
$1.84B 0.29%
23,881,264
+1,210,290
75
$1.79B 0.28%
16,294,130
-620,864
1 2
3
4 5