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
1026
$38.5M 0.01%
394,311
+144,607
1027
$38.5M 0.01%
1,602,530
-75,972
1028
$38.5M 0.01%
421,141
-241,568
1029
$38.4M 0.01%
448,209
-23,029
1030
$38.3M 0.01%
524,688
-110,537
1031
$38.2M 0.01%
654,877
+9,841
1032
$38.2M 0.01%
1,452,010
+88,525
1033
$38M 0.01%
1,738,819
-352,869
1034
$38M 0.01%
6,645,541
-273,038
1035
$37.8M 0.01%
686,367
+120,943
1036
$37.8M 0.01%
2,124,405
+1,498,345
1037
$37.8M 0.01%
1,695,888
+111,808
1038
$37.7M 0.01%
1,983,415
+55,620
1039
$37.7M 0.01%
606,994
-77,722
1040
$37.4M 0.01%
1,959,015
+32,199
1041
$37.4M 0.01%
1,875,816
+802,393
1042
$37.4M 0.01%
1,346,592
+95,856
1043
$37.4M 0.01%
2,347,198
+707,419
1044
$37.3M 0.01%
765,624
+71,826
1045
$37.3M 0.01%
1,051,319
-825,888
1046
$37.1M 0.01%
550,499
-140,466
1047
$37.1M 0.01%
526,594
+91,166
1048
$37M 0.01%
786,600
-258,779
1049
$37M 0.01%
305,747
-214
1050
$37M 0.01%
589,822
+49,933