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
$761B
AUM Growth
-$53.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,636
New
Increased
Reduced
Closed

Top Buys

1
+$3.16B
2
+$3.14B
3
+$1.91B
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.29B
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.2B

Top Sells

1
+$2.14B
2
+$2.11B
3
+$1.3B
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$997M
5
AAPL icon
Apple
AAPL
+$950M

Sector Composition

1 Technology 11.89%
2 Healthcare 8.26%
3 Financials 7.93%
4 Consumer Discretionary 5.74%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.78B 0.33%
64,279,113
-3,752,967
52
$2.76B 0.33%
91,045,225
+15,668,004
53
$2.74B 0.33%
14,596,620
-1,014,004
54
$2.74B 0.33%
75,157,880
-1,464,669
55
$2.73B 0.33%
11,827,672
-469,721
56
$2.69B 0.32%
70,960,316
-4,823,714
57
$2.69B 0.32%
40,753,789
+19,454,269
58
$2.69B 0.32%
10,083,631
-516,479
59
$2.69B 0.32%
16,642,052
-195,606
60
$2.68B 0.32%
61,260,177
-517,033
61
$2.67B 0.32%
19,905,914
-1,147,545
62
$2.67B 0.32%
33,317,887
-661,067
63
$2.65B 0.32%
217,932,720
-106,783,210
64
$2.61B 0.31%
59,475,555
+16,765
65
$2.6B 0.31%
11,337,535
-1,097,768
66
$2.55B 0.3%
63,765,468
-3,307,585
67
$2.53B 0.3%
28,967,992
-6,421,807
68
$2.5B 0.3%
24,396,191
-575,525
69
$2.45B 0.29%
101,636,684
+26,830,086
70
$2.43B 0.29%
20,918,838
+2,208,397
71
$2.34B 0.28%
11,990,013
-354,557
72
$2.32B 0.28%
27,573,607
+6,061,038
73
$2.29B 0.27%
12,742,214
-459,219
74
$2.26B 0.27%
39,577,340
+33,436,108
75
$2.23B 0.27%
4,049,222
-107,418
1 2
3
4 5