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
$403B
AUM Growth
+$17.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,833
New
Increased
Reduced
Closed

Top Buys

1
+$855M
2
+$742M
3
+$592M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$456M
5
CCL icon
Carnival Corp
CCL
+$455M

Top Sells

1
+$748M
2
+$663M
3
+$553M
4
VFH icon
Vanguard Financials ETF
VFH
+$416M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$388M

Sector Composition

1 Healthcare 9.11%
2 Technology 9.02%
3 Financials 8.09%
4 Industrials 8%
5 Consumer Staples 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.85B 0.41%
25,355,202
+2,129,667
52
$1.84B 0.4%
45,826,900
-166,400
53
$1.78B 0.39%
53,738,790
+1,384,146
54
$1.73B 0.38%
29,608,104
+3,468,331
55
$1.73B 0.38%
15,354,682
+164,094
56
$1.7B 0.37%
19,225,431
-774,187
57
$1.69B 0.37%
18,835,856
+1,042,055
58
$1.67B 0.37%
44,385,158
+3,333,323
59
$1.63B 0.36%
19,696,237
-348,927
60
$1.59B 0.35%
17,822,589
+911,312
61
$1.58B 0.35%
4,358,124
-154,967
62
$1.57B 0.34%
40,462,860
-192,580
63
$1.57B 0.34%
12,370,521
+995,194
64
$1.56B 0.34%
29,290,396
+2,808,048
65
$1.54B 0.34%
18,402,465
+778,884
66
$1.54B 0.34%
22,525,123
-576,124
67
$1.52B 0.33%
34,623,328
+711,790
68
$1.49B 0.33%
20,072,787
+2,016,382
69
$1.49B 0.33%
15,245,178
+1,615,725
70
$1.43B 0.31%
16,592,386
+338,036
71
$1.39B 0.3%
35,088,275
+18,733,513
72
$1.39B 0.3%
12,673,653
-253,236
73
$1.38B 0.3%
30,299,720
+3,034,968
74
$1.36B 0.3%
10,777,367
+156,463
75
$1.33B 0.29%
55,146,825
+3,064,557
1 2
3
4 5