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
$205B
AUM Growth
+$11.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,453
New
Increased
Reduced
Closed

Top Buys

1
+$594M
2
+$466M
3
+$406M
4
GPC icon
Genuine Parts
GPC
+$315M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$314M

Top Sells

1
+$847M
2
+$757M
3
+$416M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$352M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$289M

Sector Composition

1 Industrials 8.74%
2 Technology 8.28%
3 Energy 8.11%
4 Financials 7.74%
5 Healthcare 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.01B 2.39%
35,772,167
-5,040,300
2
$3.68B 1.47%
42,800,802
-1,073,719
3
$2.74B 1.09%
160,774,040
-13,978,244
4
$2.54B 1.01%
39,734,480
+3,505,331
5
$2.35B 0.94%
58,529,964
+774,920
6
$2.07B 0.83%
50,880,297
+7,715,483
7
$2.07B 0.82%
23,882,623
+249,858
8
$2B 0.8%
25,147,899
-140,389
9
$1.93B 0.77%
15,908,468
+10,479
10
$1.83B 0.73%
35,396,959
+18,537
11
$1.83B 0.73%
15,940,565
+182,705
12
$1.8B 0.72%
54,036,782
-1,032,419
13
$1.78B 0.71%
23,563,793
+247,350
14
$1.71B 0.68%
17,755,954
+1,203,977
15
$1.66B 0.66%
15,557,221
-3,302,663
16
$1.61B 0.64%
9,082,891
-240,417
17
$1.57B 0.63%
23,796,665
+2,144,305
18
$1.5B 0.6%
22,082,587
-21,290
19
$1.46B 0.58%
26,301,434
+7,303,078
20
$1.42B 0.56%
51,959,186
-27,768,502
21
$1.39B 0.55%
17,282,308
+5,800,418
22
$1.32B 0.52%
16,816,620
+1,092,066
23
$1.25B 0.5%
14,142,673
+896,670
24
$1.24B 0.49%
14,620,695
+2,064,563
25
$1.24B 0.49%
29,915,969
+2,348,112
1
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