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
1076
$35.4M 0.01%
1,123,049
+233,650
1077
$35.4M 0.01%
462,999
-66,341
1078
$35.3M 0.01%
704,331
+133,734
1079
$35.3M 0.01%
1,335,340
+185,282
1080
$35.3M 0.01%
549,299
-18,132
1081
$35.2M 0.01%
1,269,664
-509,694
1082
$35.2M 0.01%
1,030,287
-1,030,314
1083
$35.2M 0.01%
14,586
-3,224
1084
$35.2M 0.01%
2,792,711
-263,086
1085
$35.1M 0.01%
394,932
+37,767
1086
$35.1M 0.01%
558,878
-216,034
1087
$35M 0.01%
856,531
-179,530
1088
$34.9M 0.01%
1,163,326
-63,344
1089
$34.9M 0.01%
2,530,810
-295,265
1090
$34.9M 0.01%
345,172
-6,711
1091
$34.8M 0.01%
278,625
+22,562
1092
$34.8M 0.01%
2,612,458
+166,722
1093
$34.8M 0.01%
4,408,973
-107,019
1094
$34.8M 0.01%
402,230
+337,782
1095
$34.7M 0.01%
990,536
-154,622
1096
$34.7M 0.01%
599,705
+58,988
1097
$34.6M 0.01%
821,703
-60,679
1098
$34.6M 0.01%
404,667
-41,237
1099
$34.6M 0.01%
910,035
+38,151
1100
$34.6M 0.01%
1,113,872
-64,867