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
$524B
AUM Growth
-$69.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Buys

1
+$1.74B
2
+$1.44B
3
+$1.02B
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.01B
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$984M

Top Sells

1
+$3.28B
2
+$794M
3
+$578M
4
HSBC icon
HSBC
HSBC
+$533M
5
EMR icon
Emerson Electric
EMR
+$519M

Sector Composition

1 Technology 9.1%
2 Healthcare 7.98%
3 Financials 7.97%
4 Industrials 6.13%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.61B 0.28%
11,750,523
+600,059
77
$1.57B 0.28%
18,790,401
+6,371,194
78
$1.55B 0.27%
3,952,078
-82,828
79
$1.55B 0.27%
9,716,465
-299,919
80
$1.53B 0.27%
16,800,677
+402,497
81
$1.51B 0.26%
30,532,021
-3,546,380
82
$1.5B 0.26%
6,702,151
-120,055
83
$1.49B 0.26%
38,114,961
-1,204,368
84
$1.49B 0.26%
28,565,770
-3,975,055
85
$1.48B 0.26%
7,247,016
+325,368
86
$1.47B 0.26%
12,241,280
-704,330
87
$1.46B 0.26%
42,925,860
+1,435,838
88
$1.46B 0.26%
15,842,394
-4,640,836
89
$1.45B 0.25%
28,564,477
-6,937,784
90
$1.45B 0.25%
29,537,875
+3,793,427
91
$1.44B 0.25%
27,564,770
+8,082,726
92
$1.44B 0.25%
12,330,799
-1,570,665
93
$1.42B 0.25%
7,531,444
-381,878
94
$1.41B 0.25%
19,504,394
+1,155,881
95
$1.34B 0.24%
10,182,916
+812,954
96
$1.31B 0.23%
9,489,687
+843,715
97
$1.27B 0.22%
48,058,450
-5,442,348
98
$1.27B 0.22%
5,435,687
+950,919
99
$1.26B 0.22%
13,100,958
-968,255
100
$1.25B 0.22%
49,300,420
+15,489,180
2 3
4
5 6