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
$761B
AUM Growth
-$53.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,636
New
Increased
Reduced
Closed

Top Buys

1
+$3.16B
2
+$3.14B
3
+$1.91B
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.29B
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.2B

Top Sells

1
+$2.14B
2
+$2.11B
3
+$1.3B
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$997M
5
AAPL icon
Apple
AAPL
+$950M

Sector Composition

1 Technology 11.89%
2 Healthcare 8.26%
3 Financials 7.93%
4 Consumer Discretionary 5.74%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.38B 0.16%
2,924,347
-223,937
127
$1.36B 0.16%
23,435,465
+635,574
128
$1.35B 0.16%
21,660,792
-650,506
129
$1.32B 0.16%
12,975,729
-1,557,721
130
$1.31B 0.16%
16,503,030
-592,195
131
$1.26B 0.15%
5,852,515
-156,936
132
$1.25B 0.15%
22,867,276
-819,004
133
$1.25B 0.15%
15,037,275
+263,391
134
$1.24B 0.15%
20,789,364
+2,362,342
135
$1.24B 0.15%
30,148,545
+6,945,799
136
$1.23B 0.15%
8,260,792
-261,372
137
$1.22B 0.15%
9,612,395
+369,116
138
$1.22B 0.15%
38,634,644
+63,281
139
$1.22B 0.15%
42,489,248
+4,533,952
140
$1.21B 0.14%
14,930,436
-1,424,009
141
$1.2B 0.14%
12,620,592
+1,265,776
142
$1.19B 0.14%
14,887,910
-79,937
143
$1.19B 0.14%
11,610,697
-1,948,400
144
$1.18B 0.14%
10,107,732
-1,045,093
145
$1.18B 0.14%
33,758,728
+323,578
146
$1.16B 0.14%
10,672,123
+7,488,597
147
$1.15B 0.14%
15,758,026
-2,396,087
148
$1.12B 0.13%
13,658,632
+3,687,700
149
$1.1B 0.13%
9,265,061
+285,938
150
$1.1B 0.13%
26,365,252
-4,099,424
4 5
6
7 8