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
26
$2.59B 0.52%
34,816,473
-5,545,793
27
$2.59B 0.52%
63,498,593
+7,542,686
28
$2.57B 0.51%
16,797,323
-1,348,941
29
$2.56B 0.51%
81,765,886
+193,748
30
$2.55B 0.51%
9,197,546
-317,214
31
$2.54B 0.51%
16,835,507
-2,149,213
32
$2.53B 0.5%
26,217,312
-6,829,027
33
$2.44B 0.48%
40,004,661
+8,616,471
34
$2.26B 0.45%
19,375,237
-2,380,459
35
$2.24B 0.45%
36,694,247
-811,564
36
$2.22B 0.44%
17,343,042
-4,414,095
37
$2.17B 0.43%
25,652,607
-9,268,886
38
$2.17B 0.43%
20,751,774
-857,774
39
$2.15B 0.43%
16,955,982
-3,160,846
40
$2.14B 0.43%
14,576,051
+86,749
41
$2.13B 0.42%
45,762,740
-2,906,480
42
$2.12B 0.42%
12,175,526
+802,589
43
$2.09B 0.42%
19,597,015
-6,893,448
44
$2.09B 0.41%
19,642,371
-2,125,441
45
$2.06B 0.41%
14,627,290
-5,188,409
46
$2.04B 0.4%
25,505,307
-6,928,524
47
$2B 0.4%
51,401,015
-3,807,519
48
$1.99B 0.4%
29,780,184
+1,557,555
49
$1.99B 0.4%
57,199,445
+3,998,325
50
$1.99B 0.4%
80,552,396
+8,074,964
1
2
3 4 5