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
976
$42M 0.01%
767,937
-128,629
977
$41.9M 0.01%
751,378
-133,805
978
$41.6M 0.01%
1,263,611
-113,111
979
$41.5M 0.01%
974,559
-2,814
980
$41.4M 0.01%
1,329,469
+338,795
981
$41.3M 0.01%
1,744,845
+231,869
982
$41.2M 0.01%
790,641
-93,791
983
$41.2M 0.01%
445,780
-22,469
984
$41.2M 0.01%
1,004,016
+56,808
985
$41.1M 0.01%
376,683
+8,974
986
$41.1M 0.01%
1,842,856
+62,486
987
$41.1M 0.01%
833,064
+155,434
988
$41.1M 0.01%
200,712
-25,531
989
$40.9M 0.01%
358,807
+96,343
990
$40.8M 0.01%
1,203,161
-485,987
991
$40.8M 0.01%
1,147,561
-70,389
992
$40.8M 0.01%
5,101,829
-1,393,038
993
$40.7M 0.01%
796,508
-87,666
994
$40.7M 0.01%
1,875,873
-185,404
995
$40.7M 0.01%
761,061
+57,498
996
$40.6M 0.01%
890,387
+153,724
997
$40.5M 0.01%
1,253,097
-38,528
998
$40.5M 0.01%
856,146
-44,853
999
$40.5M 0.01%
1,011,051
+292,843
1000
$40.4M 0.01%
529,453
+15,968