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
$375B
AUM Growth
+$24.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,615
New
Increased
Reduced
Closed

Top Buys

1
+$1.79B
2
+$789M
3
+$601M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$594M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$570M

Top Sells

1
+$1.49B
2
+$682M
3
+$578M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$527M
5
BUD icon
AB InBev
BUD
+$519M

Sector Composition

1 Healthcare 9.61%
2 Technology 8.92%
3 Financials 8.78%
4 Industrials 8.08%
5 Consumer Staples 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.2B 0.29%
9,817,063
-3,669,177
77
$1.2B 0.28%
7,426,280
+203,779
78
$1.2B 0.28%
9,623,044
-1,448,860
79
$1.2B 0.28%
23,973,152
+70,090
80
$1.17B 0.28%
10,668,247
+2,128,073
81
$1.17B 0.28%
55,900,923
+962,932
82
$1.17B 0.28%
6,234,947
+418,102
83
$1.16B 0.27%
56,794,647
-5,512,020
84
$1.16B 0.27%
36,580,002
+1,963,527
85
$1.15B 0.27%
11,387,745
+755,388
86
$1.14B 0.27%
16,926,125
-17,812
87
$1.13B 0.27%
40,404,860
+2,327,100
88
$1.1B 0.26%
20,855,448
-3,653,048
89
$1.09B 0.26%
33,370,350
-2,763,762
90
$1.09B 0.26%
14,114,961
+188,457
91
$1.08B 0.26%
14,246,455
+236,975
92
$1.08B 0.26%
27,042,732
+1,610,376
93
$1.08B 0.26%
17,309,038
+247,858
94
$1.08B 0.26%
3,456,573
-62,172
95
$1.07B 0.25%
10,611,366
+272,042
96
$1.07B 0.25%
8,160,804
+117,094
97
$1.07B 0.25%
10,255,202
+89,244
98
$1.05B 0.25%
7,436,458
+294,106
99
$1.04B 0.25%
13,256,028
-1,771,576
100
$1.03B 0.24%
28,288,304
-729,004
2 3
4
5 6