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
$612B
AUM Growth
+$14.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,782
New
Increased
Reduced
Closed

Top Buys

1
+$903M
2
+$796M
3
+$744M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$729M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$697M

Top Sells

1
+$6.81B
2
+$1.39B
3
+$1.3B
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.07B
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$868M

Sector Composition

1 Technology 10.57%
2 Financials 8.54%
3 Healthcare 7.62%
4 Industrials 6.42%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.97B 0.3%
22,782,764
+2,150,982
77
$1.94B 0.29%
9,089,889
-24,140
78
$1.9B 0.29%
7,171,126
-119,249
79
$1.89B 0.29%
17,328,523
+2,867,408
80
$1.88B 0.29%
23,405,191
+685,989
81
$1.87B 0.28%
12,448,156
+5,123
82
$1.83B 0.28%
32,358,801
+1,065,244
83
$1.81B 0.27%
38,346,472
-182,131
84
$1.8B 0.27%
13,813,873
-199,232
85
$1.78B 0.27%
21,000,639
+4,222,120
86
$1.67B 0.25%
9,864,134
-1,118,186
87
$1.65B 0.25%
28,853,554
+2,079,087
88
$1.64B 0.25%
9,828,909
+206,595
89
$1.64B 0.25%
21,521,194
+4,932,314
90
$1.62B 0.25%
19,290,281
+140,522
91
$1.61B 0.24%
8,751,330
-525,518
92
$1.61B 0.24%
6,053,845
+2,147,861
93
$1.59B 0.24%
12,583,873
+1,550
94
$1.58B 0.24%
10,080,707
+68,835
95
$1.58B 0.24%
23,999,645
+242,504
96
$1.57B 0.24%
10,757,001
-258,795
97
$1.51B 0.23%
15,513,693
-629,655
98
$1.5B 0.23%
11,904,128
+158,345
99
$1.48B 0.22%
5,605,985
-179,633
100
$1.48B 0.22%
23,201,774
+242,735
2 3
4
5 6