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
326
$250M 0.05%
10,465,468
-431,153
327
$249M 0.05%
8,543,735
-326,442
328
$245M 0.05%
11,099,737
+3,274,403
329
$245M 0.05%
5,404,632
-1,009,541
330
$245M 0.05%
2,226,352
-144,485
331
$245M 0.05%
4,439,233
+1,010,587
332
$243M 0.05%
2,180,542
-280,810
333
$243M 0.05%
4,507,762
-660,773
334
$242M 0.05%
7,243,586
+904,306
335
$239M 0.05%
6,706,316
-10,962
336
$239M 0.05%
3,000,317
+56,489
337
$238M 0.05%
9,122,620
+458,224
338
$238M 0.05%
4,299,216
+140,115
339
$237M 0.05%
1,786,671
-335,722
340
$236M 0.05%
2,688,971
+174,719
341
$234M 0.05%
2,612,920
-139,067
342
$233M 0.05%
1,462,840
+151,517
343
$233M 0.05%
4,627,208
-118,666
344
$231M 0.05%
4,095,507
-83,805
345
$231M 0.05%
12,327,950
+172,772
346
$229M 0.05%
3,420,474
+370,741
347
$228M 0.05%
2,486,510
-645,939
348
$228M 0.05%
5,787,288
-451,053
349
$224M 0.04%
4,082,174
+854,897
350
$223M 0.04%
2,008,640
+121,337