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
$448B
AUM Growth
-$1.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,522
New
Increased
Reduced
Closed

Top Buys

1 +$2.17B
2 +$1.58B
3 +$637M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$633M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$574M

Top Sells

1 +$1.38B
2 +$866M
3 +$783M
4
MBB icon
iShares MBS ETF
MBB
+$736M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$731M

Sector Composition

1 Financials 9.54%
2 Technology 9.46%
3 Healthcare 8.74%
4 Industrials 8.16%
5 Consumer Staples 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$439M 0.09%
3,247,545
-129,523
227
$438M 0.09%
6,050,969
-256,650
228
$435M 0.09%
5,456,872
+543,468
229
$434M 0.09%
3,935,504
-159,409
230
$431M 0.09%
8,013,040
+313,176
231
$429M 0.09%
17,694,124
-1,030,139
232
$427M 0.08%
9,928,241
-255,186
233
$423M 0.08%
12,682,812
-2,873,964
234
$420M 0.08%
5,385,312
+549,211
235
$415M 0.08%
6,659,722
-261,719
236
$413M 0.08%
7,637,196
+441,582
237
$410M 0.08%
12,526,800
+993,260
238
$409M 0.08%
3,821,568
+27,748
239
$402M 0.08%
4,442,712
-213,189
240
$397M 0.08%
20,736,693
-1,436,788
241
$387M 0.08%
3,605,334
-818,931
242
$387M 0.08%
7,126,978
+406,748
243
$385M 0.08%
3,522,084
-117,465
244
$383M 0.08%
15,052,739
-1,679,077
245
$381M 0.08%
2,550,360
+559,906
246
$377M 0.08%
3,740,352
-52,552
247
$376M 0.07%
3,166,660
+158,432
248
$375M 0.07%
15,101,778
-142,930
249
$373M 0.07%
14,784,566
-5,105,055
250
$373M 0.07%
9,242,245
+6,463,711