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
$835B
AUM Growth
+$121B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,190
New
Increased
Reduced
Closed

Top Buys

1
+$12.1B
2
+$9.31B
3
+$3.17B
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.91B
5
MSFT icon
Microsoft
MSFT
+$1.9B

Top Sells

1
+$1.13B
2
+$896M
3
+$658M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$584M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$557M

Sector Composition

1 Technology 12.88%
2 Financials 8.11%
3 Healthcare 7.29%
4 Consumer Discretionary 6.47%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.89B 0.21%
5,114,653
-3,054,836
102
$1.88B 0.21%
13,582,969
+2,174,257
103
$1.87B 0.21%
81,893,193
-15,193,127
104
$1.87B 0.21%
5,254,178
+169,719
105
$1.83B 0.21%
6,631,887
+816,909
106
$1.83B 0.21%
5,533,655
+2,917,362
107
$1.81B 0.2%
34,351,760
-10,329,411
108
$1.8B 0.2%
26,084,532
-8,435,227
109
$1.76B 0.2%
5,583,759
+3,102,967
110
$1.75B 0.2%
9,271,237
+467,290
111
$1.74B 0.2%
6,974,756
+170,766
112
$1.7B 0.19%
21,930,018
+2,854,621
113
$1.68B 0.19%
8,875,753
+721,933
114
$1.67B 0.19%
14,425,449
+274,445
115
$1.65B 0.18%
7,390,389
+2,258,037
116
$1.64B 0.18%
18,200,798
-337,053
117
$1.64B 0.18%
21,198,031
+1,233,441
118
$1.57B 0.18%
11,814,873
+140,596
119
$1.56B 0.18%
59,730,047
-20,397,667
120
$1.54B 0.17%
22,495,482
-1,455,189
121
$1.52B 0.17%
11,420,751
+1,526,302
122
$1.5B 0.17%
22,662,647
+2,710,480
123
$1.47B 0.17%
10,996,489
+1,711,866
124
$1.47B 0.16%
27,490,898
+5,870,540
125
$1.42B 0.16%
5,174,038
-303,631
3 4
5
6 7