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
851
$53.7M 0.01%
1,151,191
-173,916
852
$53.7M 0.01%
674,040
-35,972
853
$53.5M 0.01%
457,221
+44,625
854
$53.5M 0.01%
565,886
-90,056
855
$53.4M 0.01%
1,706,415
+344,002
856
$53.3M 0.01%
986,392
-171,524
857
$53.3M 0.01%
3,990,796
-825,160
858
$53.3M 0.01%
625,367
-349,266
859
$53.2M 0.01%
578,739
-477,474
860
$53.1M 0.01%
4,527,148
-21,647
861
$53.1M 0.01%
593,769
-382,428
862
$53.1M 0.01%
5,451,618
+426,126
863
$53M 0.01%
4,767,905
-944,053
864
$52.8M 0.01%
438,487
-60,933
865
$52.4M 0.01%
549,322
+86,787
866
$52.1M 0.01%
1,138,910
-138,093
867
$52.1M 0.01%
1,931,289
-75,844
868
$52.1M 0.01%
1,868,422
+302,500
869
$52.1M 0.01%
961,343
+48,085
870
$51.9M 0.01%
1,754,096
-181,644
871
$51.9M 0.01%
1,205,018
-22,200
872
$51.7M 0.01%
1,886,348
+626,636
873
$51.6M 0.01%
825,721
-256,852
874
$51.6M 0.01%
1,553,742
+990,165
875
$51.5M 0.01%
1,477,390
-48,646