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
$545B
AUM Growth
-$29.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,637
New
Increased
Reduced
Closed

Top Buys

1
+$1.38B
2
+$1.34B
3
+$1.15B
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$594M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$526M

Top Sells

1
+$10.4B
2
+$1.66B
3
+$1.23B
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.08B
5
GE icon
GE Aerospace
GE
+$1.03B

Sector Composition

1 Technology 9.55%
2 Financials 8.96%
3 Industrials 7.22%
4 Healthcare 7.08%
5 Consumer Staples 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.71B 0.29%
11,992,388
-262,230
77
$1.67B 0.28%
23,816,932
-1,088,279
78
$1.64B 0.27%
24,670,987
-6,774,315
79
$1.63B 0.27%
16,006,570
-11,686
80
$1.63B 0.27%
55,229,037
+1,967,246
81
$1.63B 0.27%
8,012,850
-2,294,718
82
$1.63B 0.27%
16,831,348
-2,906,144
83
$1.62B 0.27%
22,002,653
-3,580,357
84
$1.6B 0.27%
28,047,775
+1,042,430
85
$1.59B 0.27%
27,205,546
+458,348
86
$1.57B 0.26%
18,960,318
-957,731
87
$1.54B 0.26%
18,439,245
-12,365,833
88
$1.54B 0.26%
59,955,450
+8,657,650
89
$1.53B 0.26%
6,918,954
-1,921,912
90
$1.51B 0.25%
21,717,386
-122,717
91
$1.5B 0.25%
10,293,815
-189,022
92
$1.5B 0.25%
43,188,262
-3,245,463
93
$1.49B 0.25%
21,826,863
-1,073,060
94
$1.49B 0.25%
29,434,585
-2,523,205
95
$1.46B 0.24%
9,964,560
-1,470,449
96
$1.45B 0.24%
13,620,299
+45,764
97
$1.44B 0.24%
10,509,244
+377,241
98
$1.43B 0.24%
8,228,045
-782,580
99
$1.43B 0.24%
36,628,912
-8,985,344
100
$1.4B 0.23%
5,509,253
-519,444
2 3
4
5 6