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
126
$1.42B 0.16%
8,098,016
+499,073
127
$1.38B 0.15%
5,753,961
-1,528,681
128
$1.37B 0.15%
16,713,155
-526,111
129
$1.36B 0.15%
11,207,376
-2,639,271
130
$1.36B 0.15%
2,612,563
+196,400
131
$1.36B 0.15%
19,405,563
-915,754
132
$1.36B 0.15%
5,338,753
-89,881
133
$1.35B 0.15%
5,911,878
+832,281
134
$1.34B 0.15%
3,724,019
+118,719
135
$1.34B 0.15%
41,074,624
-2,492,978
136
$1.33B 0.15%
14,981,372
+522,835
137
$1.31B 0.15%
17,441,867
+809,181
138
$1.31B 0.15%
15,410,804
+6,493,064
139
$1.3B 0.15%
16,757,488
-631,676
140
$1.3B 0.15%
10,975,211
+301,389
141
$1.3B 0.15%
22,178,866
+1,067,777
142
$1.3B 0.15%
77,903,153
+9,577,690
143
$1.29B 0.15%
12,186,309
+469,493
144
$1.28B 0.14%
10,728,412
+1,208,089
145
$1.18B 0.13%
9,880,888
+2,173,555
146
$1.17B 0.13%
45,483,272
+4,777,278
147
$1.16B 0.13%
7,304,711
+2,848,954
148
$1.16B 0.13%
3,533,856
+340,995
149
$1.13B 0.13%
17,376,523
-406,016
150
$1.11B 0.12%
18,742,180
+2,068,154
4 5
6
7 8