Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

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
+19.29%
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
3026
$2.8M ﹤0.01%
46,423
-2,593
3027
$2.8M ﹤0.01%
147,727
-22,832
3028
$2.8M ﹤0.01%
272,794
+3,941
3029
$2.8M ﹤0.01%
238,790
-7,518
3030
$2.8M ﹤0.01%
47,971
+16,439
3031
$2.79M ﹤0.01%
52,736
+21,793
3032
$2.79M ﹤0.01%
+247,939
3033
$2.79M ﹤0.01%
152,399
-7,194
3034
$2.78M ﹤0.01%
77,176
+39,796
3035
$2.78M ﹤0.01%
409,595
+26,415
3036
$2.78M ﹤0.01%
31,459
-252,800
3037
$2.78M ﹤0.01%
133,874
-11,051
3038
$2.78M ﹤0.01%
134,148
+17,847
3039
$2.78M ﹤0.01%
171,069
-8,912
3040
$2.77M ﹤0.01%
142,170
+60,264
3041
$2.77M ﹤0.01%
79,676
-14,876
3042
$2.77M ﹤0.01%
102,812
+96,818
3043
$2.77M ﹤0.01%
90,640
+62,866
3044
$2.76M ﹤0.01%
23,361
+12,633
3045
$2.75M ﹤0.01%
268,834
+71,690
3046
$2.75M ﹤0.01%
96,650
+15,729
3047
$2.74M ﹤0.01%
537,631
-379,301
3048
$2.74M ﹤0.01%
77,181
+8,156
3049
$2.73M ﹤0.01%
44,024
-4,853
3050
$2.73M ﹤0.01%
480,114
-9,474