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
1051
$37M 0.01%
345,014
-71,443
1052
$36.8M 0.01%
2,728,410
+796,512
1053
$36.7M 0.01%
762,066
-956,843
1054
$36.6M 0.01%
532,425
-6,313
1055
$36.4M 0.01%
477,154
-23,332
1056
$36.3M 0.01%
195,823
+14,674
1057
$36.3M 0.01%
2,278,393
-463,937
1058
$36.3M 0.01%
1,032,762
+677,068
1059
$36.2M 0.01%
1,161,616
-375,238
1060
$36.2M 0.01%
492,674
-594,137
1061
$36.1M 0.01%
1,216,342
-47,000
1062
$36.1M 0.01%
331,105
-240,583
1063
$36.1M 0.01%
1,095,155
-60,567
1064
$36M 0.01%
1,440,278
+146,522
1065
$35.9M 0.01%
472,671
-13,109
1066
$35.9M 0.01%
401,100
+3,718
1067
$35.9M 0.01%
2,259,301
-16,814
1068
$35.8M 0.01%
1,588,014
+16,442
1069
$35.8M 0.01%
734,627
+145,779
1070
$35.7M 0.01%
649,619
-38,511
1071
$35.7M 0.01%
945,039
+5,493
1072
$35.7M 0.01%
299,569
+38,571
1073
$35.6M 0.01%
950,226
-230,745
1074
$35.6M 0.01%
708,876
+42,282
1075
$35.6M 0.01%
1,758,394
-296,643