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
901
$48.3M 0.01%
647,406
-120,361
902
$48.1M 0.01%
1,126,903
-1,289,197
903
$48.1M 0.01%
1,507,216
-163,350
904
$47.7M 0.01%
803,397
-150,779
905
$47.6M 0.01%
1,346,361
-44,812
906
$47.5M 0.01%
1,653,666
+677,300
907
$47.4M 0.01%
979,826
-101,755
908
$47.3M 0.01%
1,043,019
-155,690
909
$47.2M 0.01%
1,484,589
-34,103
910
$47M 0.01%
1,680,702
+23,792
911
$47M 0.01%
798,418
+119,846
912
$47M 0.01%
1,751,142
+278,643
913
$46.8M 0.01%
1,003,912
+622,973
914
$46.7M 0.01%
1,936,710
-48,120
915
$46.7M 0.01%
39,174
+2,771
916
$46.6M 0.01%
1,285,807
-39,886
917
$46.5M 0.01%
1,683,464
+143,976
918
$46.5M 0.01%
2,114,914
+94,262
919
$46.4M 0.01%
1,065,262
-230,064
920
$46.4M 0.01%
461,746
+40,192
921
$46.3M 0.01%
1,541,378
+314,164
922
$46.2M 0.01%
937,284
+40,256
923
$46.2M 0.01%
955,580
+16,208
924
$45.6M 0.01%
1,297,167
-193,337
925
$45.5M 0.01%
548,261
-21,460