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
76
$1.31B 0.29%
8,467,149
+570,562
77
$1.29B 0.28%
30,165,359
-443,117
78
$1.27B 0.28%
38,716,474
+4,457,608
79
$1.27B 0.28%
8,785,707
+32,759
80
$1.26B 0.28%
7,582,314
+2,172,376
81
$1.26B 0.28%
15,994,155
-3,323,064
82
$1.25B 0.27%
19,550,892
-481,342
83
$1.21B 0.27%
19,256,384
-11,867,399
84
$1.2B 0.26%
17,004,654
-1,411,495
85
$1.2B 0.26%
39,232,860
+2,708,820
86
$1.16B 0.26%
14,513,188
+171,496
87
$1.16B 0.25%
43,229,250
-12,989,940
88
$1.15B 0.25%
9,172,903
+68,888
89
$1.14B 0.25%
24,118,387
+1,870,805
90
$1.13B 0.25%
36,806,635
+3,773,714
91
$1.12B 0.25%
10,083,262
-748,112
92
$1.07B 0.24%
34,696,045
+1,499,960
93
$1.07B 0.23%
6,989,546
-225,854
94
$1.05B 0.23%
24,033,428
+434,024
95
$1.05B 0.23%
6,574,463
-25,573
96
$1.05B 0.23%
18,956,687
+4,608,159
97
$1.04B 0.23%
27,785,415
+2,605,638
98
$1.03B 0.23%
14,959,670
+4,837,527
99
$1.02B 0.22%
8,093,728
+37,909
100
$1.01B 0.22%
19,171,478
+16,182,538
2 3
4
5 6