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
1001
$40.2M 0.01%
223,987
+30,914
1002
$40.2M 0.01%
379,159
+22,314
1003
$40.1M 0.01%
841,327
-311,716
1004
$40.1M 0.01%
545,331
+54,367
1005
$40.1M 0.01%
543,632
+238,295
1006
$40M 0.01%
2,180,168
-281,263
1007
$40M 0.01%
197,058
+7,885
1008
$40M 0.01%
853,549
+217,840
1009
$40M 0.01%
925,454
-54,534
1010
$39.9M 0.01%
406,124
-58,752
1011
$39.9M 0.01%
3,093,798
-187,726
1012
$39.8M 0.01%
615,682
+122,125
1013
$39.7M 0.01%
899,500
+80,322
1014
$39.7M 0.01%
4,771,100
-1,709,400
1015
$39.4M 0.01%
281,395
+106,028
1016
$39.2M 0.01%
922,864
-21,938
1017
$39.2M 0.01%
924,412
+226,172
1018
$39.1M 0.01%
716,181
+8,996
1019
$39M 0.01%
360,329
+3,071
1020
$38.9M 0.01%
339,879
+51,465
1021
$38.9M 0.01%
495,758
-135,242
1022
$38.9M 0.01%
788,385
-69,319
1023
$38.7M 0.01%
474,270
+17,805
1024
$38.6M 0.01%
685,442
-10,034
1025
$38.6M 0.01%
705,242
-47,445