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
$386B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,798
New
Increased
Reduced
Closed

Top Buys

1
+$841M
2
+$750M
3
+$663M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$628M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$470M

Top Sells

1
+$1.42B
2
+$710M
3
+$612M
4
VTRS icon
Viatris
VTRS
+$514M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$473M

Sector Composition

1 Healthcare 9.52%
2 Technology 8.5%
3 Industrials 8.06%
4 Consumer Staples 7.76%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$992M 0.23%
33,196,085
-2,275,730
102
$977M 0.23%
33,032,921
+7,466,443
103
$975M 0.23%
6,600,036
-184,547
104
$969M 0.22%
18,465,378
+1,947,227
105
$957M 0.22%
6,779,344
-269,168
106
$951M 0.22%
9,638,957
-242,321
107
$943M 0.22%
22,247,582
-1,439,428
108
$933M 0.22%
10,938,181
+111,386
109
$929M 0.22%
13,020,170
+1,824,358
110
$927M 0.22%
11,110,756
+659,835
111
$917M 0.21%
22,416,101
-1,644,224
112
$896M 0.21%
10,016,477
+5,022,396
113
$895M 0.21%
13,482,171
+3,899,945
114
$878M 0.2%
15,377,579
-574,447
115
$873M 0.2%
3,779,810
+613,664
116
$870M 0.2%
55,965,460
+2,538,230
117
$866M 0.2%
22,947,383
+2,180,304
118
$865M 0.2%
25,179,777
-1,744,606
119
$856M 0.2%
6,514,493
-3,414,131
120
$841M 0.2%
1,059,602
+23,569
121
$823M 0.19%
5,409,938
+499,275
122
$819M 0.19%
7,641,520
-1,382,118
123
$816M 0.19%
15,130,993
+154,841
124
$778M 0.18%
6,721,854
-8,534
125
$775M 0.18%
6,269,274
-2,266,450
3 4
5
6 7