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
276
$315M 0.06%
2,526,830
-223,952
277
$315M 0.06%
1,673,995
+245,894
278
$313M 0.06%
7,585,363
+3,809,082
279
$313M 0.06%
1,899,404
-16,055
280
$311M 0.06%
7,180,021
+361,858
281
$311M 0.06%
4,674,329
-97,120
282
$310M 0.06%
5,284,795
+2,209,435
283
$305M 0.06%
3,877,033
-257,450
284
$305M 0.06%
4,516,140
+803,082
285
$304M 0.06%
10,597,521
-773,169
286
$304M 0.06%
7,116,520
+176,038
287
$304M 0.06%
5,497,618
+274,191
288
$303M 0.06%
9,040,567
-1,860,342
289
$302M 0.06%
2,282,132
+224,081
290
$302M 0.06%
4,116,648
-274,704
291
$301M 0.06%
7,645,000
-356,094
292
$297M 0.06%
3,534,052
-56,696
293
$296M 0.06%
6,577,528
+192,825
294
$292M 0.06%
12,210,875
+2,015,154
295
$290M 0.06%
3,063,306
-545,398
296
$283M 0.06%
9,232,454
-866,694
297
$283M 0.06%
3,964,210
+300,403
298
$280M 0.06%
4,863,961
-377,767
299
$279M 0.06%
2,578,334
-120,401
300
$278M 0.06%
2,488,171
-617,249