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
76
$1.77B 0.28%
35,903,388
+2,408,340
77
$1.76B 0.28%
17,832,460
-1,809,911
78
$1.75B 0.28%
19,737,492
+1,717,988
79
$1.73B 0.28%
8,840,866
+1,557,855
80
$1.7B 0.27%
12,880,247
+5,318,491
81
$1.68B 0.27%
9,010,625
+1,395,960
82
$1.67B 0.27%
45,614,256
+9,793,408
83
$1.66B 0.26%
31,957,790
-1,658,223
84
$1.65B 0.26%
19,918,049
-2,546,831
85
$1.65B 0.26%
21,266,667
+4,276,815
86
$1.65B 0.26%
12,254,618
+6,965,068
87
$1.64B 0.26%
25,583,010
+835,414
88
$1.63B 0.26%
11,435,009
+1,913,917
89
$1.63B 0.26%
24,905,211
+12,149,193
90
$1.63B 0.26%
13,551,817
+2,197,798
91
$1.61B 0.26%
63,808,260
+49,023,694
92
$1.59B 0.25%
53,261,791
+30,948,118
93
$1.58B 0.25%
19,427,518
-322,675
94
$1.57B 0.25%
46,433,725
+347,061
95
$1.57B 0.25%
21,088,161
+1,648,396
96
$1.54B 0.25%
10,606,081
+2,055,453
97
$1.53B 0.24%
47,170,970
+22,024,644
98
$1.52B 0.24%
16,018,256
-595,701
99
$1.51B 0.24%
13,574,535
+8,690,961
100
$1.51B 0.24%
31,189,104
+6,588,069
2 3
4
5 6