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
101
$1.51B 0.24%
26,747,198
-240,771
102
$1.46B 0.23%
27,005,345
+9,411,846
103
$1.46B 0.23%
20,892,051
+4,789,422
104
$1.43B 0.23%
22,899,923
+1,207,434
105
$1.43B 0.23%
6,028,697
+506,043
106
$1.42B 0.23%
10,482,837
-235,710
107
$1.42B 0.23%
20,730,908
-1,280,029
108
$1.41B 0.22%
18,138,365
-135,751
109
$1.38B 0.22%
17,253,327
+4,339,179
110
$1.37B 0.22%
7,266,479
+741,625
111
$1.37B 0.22%
21,840,103
+1,130,787
112
$1.36B 0.22%
15,853,919
+2,851,464
113
$1.34B 0.21%
11,402,245
-625,767
114
$1.31B 0.21%
10,132,003
-447,371
115
$1.27B 0.2%
19,428,822
+970,058
116
$1.24B 0.2%
51,297,800
+6,566,960
117
$1.24B 0.2%
6,650,524
+744,602
118
$1.24B 0.2%
10,438,266
+837,143
119
$1.22B 0.19%
22,928,451
+3,096,689
120
$1.19B 0.19%
11,941,752
+7,300,548
121
$1.19B 0.19%
8,997,613
+2,314,933
122
$1.18B 0.19%
16,835,519
+66,559
123
$1.18B 0.19%
8,354,178
-69,309
124
$1.18B 0.19%
7,170,982
+917,169
125
$1.17B 0.19%
13,223,748
+3,956,187
3 4
5
6 7