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
601
$97.1M 0.02%
1,636,796
-586,602
602
$96.8M 0.02%
476,274
+92,046
603
$96.5M 0.02%
1,824,401
+393,511
604
$95.5M 0.02%
2,987,736
-386,410
605
$95.3M 0.02%
3,373,750
+764,854
606
$94.5M 0.02%
1,790,031
+3,334
607
$94M 0.02%
2,468,334
-433,694
608
$93.3M 0.02%
2,523,912
+1,735,011
609
$92.9M 0.02%
2,270,848
+1,033,364
610
$92.5M 0.02%
526,168
-212,027
611
$91.9M 0.02%
3,077,447
+376,517
612
$91.8M 0.02%
1,912,483
+386,808
613
$91.7M 0.02%
6,720,734
+1,215,294
614
$91.7M 0.02%
2,730,813
+1,037,345
615
$91.6M 0.02%
1,310,083
-912,331
616
$91.4M 0.02%
2,005,366
+2,920
617
$90.9M 0.02%
859,560
-323,782
618
$90.6M 0.02%
6,214,320
-5,256,465
619
$90.6M 0.02%
8,357,160
+1,611,380
620
$90.5M 0.02%
2,589,421
+96,922
621
$90.5M 0.02%
820,378
-221,062
622
$90.2M 0.02%
1,679,833
-92,256
623
$90M 0.02%
13,339,303
+9,299,630
624
$89.7M 0.02%
1,984,192
+151,191
625
$88.6M 0.02%
1,206,641
-22,208