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
501
$131M 0.03%
2,963,745
+31,107
502
$131M 0.03%
2,354,422
+102,738
503
$130M 0.03%
3,801,766
-1,667,261
504
$130M 0.03%
1,248,957
+79,290
505
$130M 0.03%
2,244,282
-175,166
506
$129M 0.03%
990,612
+156,849
507
$128M 0.03%
1,194,609
-138,367
508
$128M 0.03%
1,369,096
+70,896
509
$128M 0.03%
1,845,582
+26,250
510
$128M 0.03%
9,047,957
+501,889
511
$127M 0.03%
5,456,126
+318,269
512
$126M 0.03%
6,719,459
+2,264,713
513
$125M 0.02%
2,344,977
+76,666
514
$125M 0.02%
783,663
-76,082
515
$124M 0.02%
2,556,746
+162,682
516
$124M 0.02%
2,759,314
+205,098
517
$123M 0.02%
6,532,015
+49,720
518
$123M 0.02%
2,184,315
-390,996
519
$123M 0.02%
3,027,754
+1,485,106
520
$122M 0.02%
3,042,905
-1,253,987
521
$121M 0.02%
4,656,205
-121,201
522
$121M 0.02%
2,425,355
+436,453
523
$121M 0.02%
1,437,931
+72,382
524
$120M 0.02%
1,783,636
+130,846
525
$120M 0.02%
1,017,086
-362,496