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
651
$83.9M 0.02%
1,916,452
-393,044
652
$83.9M 0.02%
1,309,588
-34,421
653
$83.9M 0.02%
584,385
+294,787
654
$83.8M 0.02%
3,163,318
+1,678,800
655
$83.3M 0.02%
1,291,534
-27,250
656
$83.2M 0.02%
1,784,540
-48
657
$82.9M 0.02%
1,487,832
-39,881
658
$82.9M 0.02%
4,323,645
+310,198
659
$82.9M 0.02%
1,481,387
+80,531
660
$82.8M 0.02%
2,065,322
-11,717
661
$82.7M 0.02%
1,953,829
-592,134
662
$81.9M 0.02%
3,224,186
+542,661
663
$81.6M 0.02%
670,761
-5,271
664
$81.5M 0.02%
515,588
-23,694
665
$81.4M 0.02%
1,692,914
+112,061
666
$81.4M 0.02%
3,745,320
+395,200
667
$80.7M 0.02%
1,196,734
-17,750
668
$80.7M 0.02%
3,697,686
+245,778
669
$80.6M 0.02%
849,050
-23,268
670
$80.3M 0.02%
1,631,542
-43,560
671
$80.2M 0.02%
4,659,847
+3,939,268
672
$80M 0.02%
353,509
-12,400
673
$79.5M 0.02%
942,632
-390,627
674
$79.1M 0.02%
8,399,295
+2,274,282
675
$79M 0.02%
10,556,925
-13,254,215