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
626
$88.6M 0.02%
547,183
-23,978
627
$88.3M 0.02%
1,211,445
-128,626
628
$88.3M 0.02%
4,032,928
-49,916
629
$88.1M 0.02%
8,348,809
+1,668,216
630
$87.9M 0.02%
1,635,608
-518,410
631
$87.5M 0.02%
776,455
-332,238
632
$87.5M 0.02%
968,936
-4,202
633
$87.1M 0.02%
468,016
+33,534
634
$87.1M 0.02%
1,844,793
+48,229
635
$87M 0.02%
1,206,736
-38,592
636
$86.7M 0.02%
1,069,280
+23,634
637
$86.7M 0.02%
3,680,202
+1,159,355
638
$86.6M 0.02%
1,871,828
+290,269
639
$85.4M 0.02%
1,705,363
+49,450
640
$85.4M 0.02%
1,233,840
-504,332
641
$85.3M 0.02%
4,794,432
-2,050,050
642
$85.2M 0.02%
2,906,038
-106,680
643
$84.8M 0.02%
1,421,453
-241,103
644
$84.7M 0.02%
4,702,525
+1,331,288
645
$84.4M 0.02%
3,016,199
-1,190,918
646
$84.1M 0.02%
2,767,456
+240,076
647
$84.1M 0.02%
1,772,418
+181,795
648
$84.1M 0.02%
6,999,312
-450,080
649
$84M 0.02%
10,052,070
-437,357
650
$84M 0.02%
2,168,543
+154,974